Fiscal Year 2007 & Fiscal Year 2008 Operating and Capital

FISCAL YEAR 2007 & FISCAL YEAR 2008 OPERATING AND CAPITAL BUDGETS

October 1, 2006 through September 30, 2007 & October 1, 2007 through September 30, 2008

HILLSBOROUGH TRANSIT AUTHORITY

Prepared by: Finance Department

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

TABLE OF CONTENTS

DIRECTORY OF OFFICIALS...... 3

BUDGET TRANSMITTAL LETTER...... 5 A LETTER FROM THE BOARD CHAIRMAN, RICARDO ROIG ...... 21 A LETTER FROM THE EXECUTIVE DIRECTOR, RAYMOND MILLER...... 23 HART BOARD OF DIRECTORS...... 25 HART PROFILE ...... 31 BACKGROUND ...... 31 MISSION STATEMENT ...... 31 HART PERFORMANCE OBJECTIVES ...... 31 PROGRESS TO DATE ON PERFORMANCE OBJECTIVES...... 32 PERFORMANCE GOALS TARGETS FOR 2007 ...... 38 HART KEY STRATEGIC INITIATIVES...... 39 RIDERSHIP TRENDS ...... 42 TRANSIT FLEET...... 44 FINANCIAL SITUATION...... 45 FISCAL YEAR 2007 BUDGET ADOPTION TIME TABLE ...... 49 ADOPTED SUMMARY BUDGET ALL MODES ...... 49 HART BUS SERVICE ...... 55

FISCAL YEAR 2007 BUDGET...... 57

BUS SERVICE REVENUE AND APPROPRIATIONS ASSUMPTIONS...... 57 Revenues ...... 57 Appropriations ...... 60 SUMMARY BUDGET...... 63 FY 2007 BUS CAPITAL PROJECTS REVENUES SUMMARY ...... 69 FY 2007 BUS CAPITAL PROJECTS APPROPRIATIONS SUMMARY ...... 71 Operating and Capital Funding Detail All Modes for Fiscal 2007 and 2008 ...... 74 DEPARTMENTAL INFORMATION...... 78

FISCAL YEARS 2006-2007 AUTHORIZED POSITIONS ...... 78 EXECUTIVE OFFICE ...... 79 ADMINISTRATION DIVISION ...... 81 FINANCE DEPARTMENT ...... 88 PLANNING DIVISION ...... 93 ENGINEERING & DEVELOPMENT DIVISION...... 97 PUBLIC RELATIONS DIVISION...... 99 TRANSPORTATION DIVISION ...... 102 MAINTENANCE DEPARTMENT...... 105 HART PARATRANSIT SERVICE ...... 109

FUTURE OF DEMAND RESPONSE SERVICES...... 111 HART PARATRANSIT TRENDS AND STATISTICS...... 112 PARATRANSIT SUMMARY BUDGET...... 113

Hillsborough Transit Authority Table of Contents · 1 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

TECO LINE STREETCAR SYSTEM...... 115 OVERVIEW...... 116 Ybor Station...... 117 Southern Transportation Plaza ...... 117 Vehicles...... 117 OPERATION...... 118 ACCOMPLISHMENTS ...... 119 PERFORMANCE GOALS FOR 2007...... 119 FINANCIAL PLAN FOR OPERATIONS...... 119 HART STREETCAR TRENDS AND STATISTICS ...... 120 STREETCAR SUMMARY BUDGET ...... 121 REVENUE SOURCES...... 123

FEDERAL FUNDING...... 123 Section 5307 -Urbanized Area Formula Program ...... 123 Section 5309...... 123 Surface Transportation Program (STP) Funds ...... 123 Transportation Enhancement Funds...... 123 Other Federal Programs ...... 123 FLORIDA DEPARTMENT OF TRANSPORTATION ...... 124 State Block Grant...... 124 State Transit Urban Corridor Grants ...... 124 Service Development ...... 124 LOCAL...... 124 City of Tampa/Hillsborough County Impact Fees...... 124 Other Local Funds...... 124 ADDITIONAL INFORMATION...... 125 The Metropolitan Planning Organization Transportation Improvement Program...... 125 State Transportation Improvement Program (STIP) ...... 125 The Metropolitan Planning Organization Unified Planning Work Program ...... 125

Hillsborough Transit Authority Table of Contents · 2 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

DIRECTORY OF OFFICIALS HILLSBOROUGH TRANSIT AUTHORITY

BOARD OF DIRECTORS

Officers Ricardo Roig, Chairperson Edward Giunta II, Vice Chairperson Allison Hewitt, Secretary

Hillsborough County City of Tampa Wallace Bowers Councilman John Dingfelder Edward Giunta II David Mechanik David Storck Ricardo Roig, Esquire Commissioner Brian Blair Commissioner Kathy Castor Commissioner Ronda Storms State of Florida City of Temple Terrace John Byczek Council Member Ron Govin Alison Hewitt

Executive Director Raymond Miller

General Counsel Joyner & Jordan-Holmes, PLC

Auditors ValienteHernandez, P.A.

Internal Auditors Cherry, Bekaert & Holland, L.L.P.

Hillsborough Transit Authority Table of Contents · 3 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

DIRECTORY OF OFFICIALS HILLSBOROUGH TRANSIT AUTHORITY

APPOINTED OFFICIALS

Raymond C. Miller, Executive Director

David Persaud, Chief Financial Officer

Steven Roberts, General Manager – Operations

Rich Clarendon, General Manager – Administration

Bob Potts, General Manager – Planning, Development and Public Relations

Ed Bart, General Manager – Vehicle & Facilities Maintenance

Ed Crawford, Government Affairs and Public Information Officer

Hillsborough Transit Authority 4 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

BUDGET TRANSMITTAL LETTER

MEMO

DATE: October 23, 2006

TO: Hillsborough Transit Authority Board of Directors

APPROVED BY: Ray Miller, Executive Director

PREPARED BY: David Persaud, Chief Financial Officer

SUBJECT: Transmittal of FY2007 Adopted Budget

We are pleased to transmit to you the adopted Fiscal Year 2006-07 Budget in accordance with the Hillsborough Transit Authority’s charter. The service priorities for FY2007 are two-fold: to continue to obtain adequate resources to support transit services in the community; and for service improvements in those areas where the service is needed. The FY2007 Budget is a comprehensive review of our service levels and we have initiated significant team strategies to include all the managers in the budget planning process and to improve the overall integrity of the planning process.

FY2007 Budget Development Process

The HART budget serves several purposes: to serve as a policy-making tool for the HART Board to express measurable goals and objectives for management and to provide a perspective for others to review the authority functions and funding; and to describe, as clearly as possible, the level of service that is being provided by HART, the cost of the service, the proposed allocation of dollars, and the source of funds used to pay for the service and capital projects.

Fund Accounting/Basis of Budgeting

The accounting basis and the budgeting basis are one in the same. All funds are in compliance with Generally Accepted Accounting Principles (GAAP). Annual operating budgets are required for all funds; however, capital transactions within the enterprise fund, while included in the budget document, are not subject to statutory budget controls. The accounts of HART are organized on the basis of funds. The operation of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues and

Hillsborough Transit Authority 5 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

expenditures, or expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The funds are grouped as follows:

Proprietary Fund

Proprietary funds are accounted for using a flow of economic resources measurement focus. All assets and liabilities (whether current or non-current) associated with their activity are included in their balance sheet. The proprietary fund measurement focus is upon the determination of net income, financial position, and changes in cash flows. HART has one type of proprietary fund, an enterprise fund.

Enterprise Fund

The enterprise fund is used to account for operations (1) that are financed and operated in a manner similar to private business enterprises – where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user shares; or (2) where the governing body has decided that periodic determination of revenues earned, expenses incurred and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes.

The HART 2007 budget is comprised of six major programs: The operating budget consisting of the bus operations, paratransit operations, general liability, workers’ compensation, streetcar operations, and the capital budget.

The HART budget is approved by the HART Board and is on file for public inspection at HART. It is presented to the public through two public hearings before final submittal to the State of Florida Department of Revenue. Budgets can be amended or augmented throughout the year with the approval of the HART Board. Amendments involving transfer of accounts within a fund require the Executive Director’s approval.

The budgetary process must be able to provide sufficient information to assure compliance with statutory budgetary controls. HART formally integrates budgetary appropriations and revenue projections into the accounting system. Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied.

The proprietary fund is accounted for using the accrual basis of accounting. Its revenues are recognized when they are earned, and its expenses are recognized when they are incurred.

Information which serves to generate the budget is developed initially by the various program areas as a result of the objectives which have been established. In some instances, the identification of objectives has yielded insight into staffing patterns and has resulted in modifications to manpower allocation. Data which is used in development of the budget process is gathered from each of the operating departments of HART and compiled by the Finance

Hillsborough Transit Authority 6 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

Department. Subsequently, the management team representing each of the operating departments meets to review the budget which has been developed. The HART Board reviews the budget in a workshop setting and then formally adopts the budget after two meetings which include public hearings.

The following is a timetable of business planning and the budgeting process of HART.

Fiscal Year 2007 Budget Adoption Timetable

The following timetable consolidates the provisions set forth in the HART Charter and the statutory requirement of the Truth in Millage (TRIM) Section 200.065 FS regulations, which are monitored for compliance by the Florida Department of Revenue Division of Ad Valorem Tax. These regulations specify the statutory timetable for certification of taxable value, public hearing schedules, required advertisements (including exact wording and size), and compliance submission certification reporting.

Budget Calendar

April 21, 2006 Budget requests due to Finance Department.

May–August 2006 Budget workshops held with full Board or Finance Committee meetings.

May 15, 2006 HART Finance Committee . Proposed full Fiscal Year 2007 Operating, Planning and Capital Budget Document submitted to Board.

Before June 15, 2006 Executive Director submits 2007 proposed budget to HART Board.

Before July 1, 2006 HART submits approved Proposed Budget to legislative bodies of HART.

July 1, 2006 Deadline for the tax roll to be certified by the Property Appraiser. All taxing agencies meet at the Property Appraiser’s office to receive certified roll and set each agency’s two public hearing dates and times to ensure there is no conflict in the schedules as prescribed by TRIM statutory compliance.

Late July 2006 Within thirty-five (35) days of certification of tax roll, HART advises the Property Appraiser of proposed millage rate, the rolled back millage rate and date, time and place of a public hearing to consider proposed millage rate and tentative budget. This first public hearing information is included by the Property Appraiser in the Notice of Property Taxes (TRIM notice) mailed to all property owners in Hillsborough County.

Early September 2006 First public hearing will be held on the proposed budget and millage. At this hearing, the Board must adopt a tentative millage and budget; therefore, a quorum of the Board must be present.

Hillsborough Transit Authority 7 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

Per TRIM statutory compliance, within fifteen (15) days after the first public hearing, HART must advertise its intent to finally adopt the millage rate and budget. Ad must appear in publication of general circulation no more than five days or less than two days before the final hearing date.

Late September Final public hearing will be held. At the completion of this public hearing the Board must adopt a final budget and adopt a resolution setting the millage rate. A quorum of the Board must be present at this hearing.

Required Budget Note: Charter requires a public hearing. Advertisement in a newspaper of Public Hearing general circulation 14 days prior to adoption of the budget. The certified Budget must be sent to each member of HART.

October 1, 2006 Beginning of FY 2006-07

Mid-October 2006 Within thirty (30) days following adoption of its millage and budget resolutions, HART must certify that it has complied with the provisions of Chapter 200, Florida Statutes, to the Division of Ad Valorem Tax, Department of Revenue.

The draft amended budget was presented to the HART Finance, Governance and Administration Committee on September 7, 2006. The final budget resolution and millage resolution was adopted by the HART Board on September 25, 2006.

Hillsborough Transit Authority 8 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART SUMMARY OPERATING AND CAPITAL BUDGET

$ Change % Change FY06 FY07 FY08 FY07 Adopted FY07 Adopted AMENDED ADOPTED PLANNED To FY06 To FY06 BUDGET BUDGET BUDGET Amended Amended OPERATING BUDGET Anticipated Revenues: Passenger Fares $9,260,135 $10,119,770 $10,726,970 $859,635 9.28% Charter Revenues 6,360 0 0 (6,360) -100.00% Other System Revenue 1,788,000 1,858,500 1,942,920 70,500 3.94% Sub-Total System Revenue $11,054,495 $11,978,270 $12,669,890 923,775 8.36%

Ad Valorem Tax Revenue $29,951,000 $36,511,240 $39,114,490 $6,560,240 21.90% Ad Valorem Transfer to Capital & Paratransit (1,396,284) (1,744,970) (1,985,610) (348,686) 24.97% FTA Revenue 3,540,068 3,333,680 2,944,600 (206,388) -5.83% State Revenue 3,397,901 3,644,500 3,415,730 246,599 7.26% City of Tampa 339,000 339,000 339,000 0 0.00% Hillsborough County 0 394,530 0 394,530 100.00% Westshore Alliance 0 15,000 0 15,000 100.00% Private Sector 45,000 45,000 0 0 0.00% Sub-Total System Subsidy $35,876,685 $42,537,980 $43,828,210 6,661,295 18.57%

Total Operating Revenue $46,931,180 $54,516,250 $56,498,100 $7,585,070 16.16%

Appropriations: Salaries and Fringes $29,749,900 $33,334,400 $34,533,110 $3,584,500 12.05% Self Insured Workers' Compensation 853,000 860,180 975,690 7,180 0.84% Fuel and Oil 3,991,000 6,295,350 6,916,760 2,304,350 57.74% Flex Service 0 917,280 944,800 917,280 100.00% Operational Contract Service 1,292,642 1,330,180 1,489,200 37,538 2.90% Administrative Contract Service 796,180 712,030 714,060 (84,150) -10.57% Parts and Supplies 2,852,047 2,959,300 3,224,480 107,253 3.76% Insurance Premiums and Actuarial Study 372,500 489,000 503,000 116,500 31.28% Self Insured Liability Expense 1,970,000 1,711,470 1,826,820 (258,531) -13.12% Utilities 510,000 664,200 996,240 154,200 30.24% Public Relations 867,000 804,500 861,300 (62,500) -7.21% Planning Studies 240,000 800,000 200,000 560,000 233.33% Other Operating Expenses 1,832,920 1,843,790 1,914,330 10,870 0.59% 13 (C) Back Pension Payment 130,000 122,000 120,000 (8,000) -6.15% Total Operating Appropriations $45,457,189 $52,843,680 $55,219,790 7,386,491 16.25%

Reserves Reserve $996,991 $882,820 $667,310 ($114,171) -11.45% Reserve for Medical Insurance 0 179,750 0 179,750 100.00% Transfer to Self Insured Liability Reserve 230,000 370,000 370,000 140,000 60.87% Transfer to Self Insured Workers' Comp. Reserve 247,000 240,000 241,000 (7,000) -2.83% Total Reserves $1,473,991 $1,672,570 $1,278,310 $198,579 13.47%

TOTAL BUS OPERATING $46,931,180 $54,516,250 $56,498,100 $7,585,070 16.16%

Depreciation Expense $8,000,000 $8,324,700 $11,000,000 $324,700 4.06%

BUS CAPITAL PROJECTS Revenues: FTA $5,669,387 $10,999,590 $10,826,360 $5,330,203 94.02% STP 4,000,000 0 0 (4,000,000) -100.00% TE 500,000 0 300,000 (500,000) -100.00% State 535,063 200,000 255,000 (335,063) -62.62% HART - Ad Valorem Taxes 368,871 120,340 273,770 (248,531) -67.38% Hillsborough County 200,000 355,470 0 155,470 77.74% Impact Fees Hillsborough County 242,524 237,150 96,810 (5,374) -2.22% Impact Fees City of Tampa 82,780 84,420 84,420 1,640 1.98% Congestion Mitigation & Air Quality Funds 3,000,000 0 0 (3,000,000) -100.00% Total Capital Revenues $14,598,625 $11,997,970 $11,836,360 ($2,601,655) -17.82%

Hillsborough Transit Authority 9 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

$ Change % Change FY06 FY07 FY08 FY07 Adopted FY07 Adopted AMENDED ADOPTED PLANNED To FY06 To FY06 BUDGET BUDGET BUDGET Amended Amended Operations and Maintenance Facilities - Ybor Station Build out 1,000,000 0 2,000,000 (1,000,000) -100.00% Security Projects 0 90,300 90,300 90,300 100.00% Transit Emphasis Corridors 1,205,780 2,002,670 680,020 796,890 66.09% Park and Ride Facilities 410,000 450,000 160,000 40,000 9.76% Vanpool Program 0 196,320 245,000 196,320 0.00% Total Capital Appropriations $14,598,625 $11,996,970 $11,836,360 ($2,601,655) -17.82%

Total Bus Operating and Capital Budget $61,529,805 $66,513,220 $68,334,460 $4,983,415 8.10%

PARATRANSIT OPERATING BUDGET Anticipated Revenues: Passenger Fares $171,000 $180,000 $197,700 $9,000 5.26% FTA Funding 800,000 820,000 825,100 20,000 2.50% Local Funding 0 19,500 0 19,500 100.00% Transfer In - Ad Valorem Tax Revenue 1,027,413 1,624,630 1,711,840 597,217 58.13% Total Operating Revenue $1,998,413 $2,644,130 $2,734,640 $645,717 32.31%

Appropriations Salaries and Fringes $1,755,000 $2,244,630 $2,305,570 $489,630 27.90% Fuel and Oil 197,000 301,100 322,160 104,100 52.84% Parts and Supplies 40,913 46,200 52,600 5,287 12.92% Operational Contract Services 0 28,300 29,710 28,300 100.00% Other Operating Expenses 0 23,500 24,200 23,500 100.00% Utilities 5,500 400 400 (5,100) -92.73% Total Operating Appropriations $1,998,413 $2,644,130 $2,734,640 $645,717 32.31%

Total Paratransit Operating Budget $1,998,413 $2,644,130 $2,734,640 $645,717 32.31%

STREETCAR OPERATING BUDGET Anticipated Revenues: Tampa Historic Streetcar, Inc. $1,581,200 $1,904,680 $2,005,440 $323,480 20.46% FTA 200,000 200,000 200,000 0 0.00% FDOT 100,000 100,000 100,000 0 0.00% Total Operating Revenue $1,881,200 $2,204,680 $2,305,440 $323,480 17.20%

Appropriations Base Service $1,516,000 $1,786,550 $1,864,180 $270,550 17.85% Parts & Supplies 154,200 162,000 169,500 7,800 5.06% Contract Services 73,000 82,330 84,060 9,330 12.78% Utilities 138,000 173,800 187,700 35,800 25.94% Total Operating Appropriations $1,881,200 $2,204,680 $2,305,440 $323,480 .17.20%

STREETCAR CAPITAL BUDGET Revenues FTA $1,000,000 $0 $0 ($1,000,000) -100.00% STP 0 0 1,400,000 0 0.00% Fixed Guideway Funds 122,170 130,690 130,690 8,520 6.97% Congestion Mitigation & Air Quality Funds 0 1,000,000 0 1,000,000 0.00% Total Capital Revenue $1,122,170 $1,130,690 $1,530,690 $8,520 0.76%

Appropriations Streetcar Rail and Vehicle Enhancement $122,170 $130,690 $130,690 $8,520 6.97% Streetcar Construction Extension-Phase II A 1,000,000 1,000,000 1,400,000 0 0.00% Total Capital Appropriations $1,122,170 $1,130,690 $1,530,690 $8,520 0.76%

Total Streetcar Operating and Capital Budget $3,003,370 $3,335,370 $3,836,130 $332,000 11.05%

TOTAL ALL MODES $66,531,588 $72,492,720 $74,905,230 $5,961,132 8.96%

Hillsborough Transit Authority 10 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART SUMMARY AS A PERCENT OF REVENUES AND APPROPRIATIONS FY06 FY07 FY08 AMENDED % ADOPTED % PLANNED % BUDGET TOTAL BUDGET TOTAL BUDGET TOTAL REVENUES BUS OPERATIONS System Revenue $11,054,495 16.62% $11,978,270 16.52% $12,669,890 16.91% Ad Valorem Tax Revenue 28,554,716 42.92% 34,766,270 47.96% 37,128,880 49.57% Federal Revenue 3,540,068 5.32% 3,333,680 4.60% 2,944,600 3.93% State Revenue 3,397,901 5.11% 3,644,500 5.03% 3,415,730 4.56% City of Tampa 339,000 0.51% 339,000 0.47% 339,000 0.45% Hillsborough County 0 0.00% 394,530 0.54% 0 0.00% Westshore Alliance 0 0.00% 15,000 0.02% 0 0.00% Private Sector 45,000 0.07% 45,000 0.06% 0 0.00% Total Bus Operations $46,931,180 70.54% $54,516,250 75.20% $56,498,100 75.43%

PARATRANSIT OPERATIONS System Revenue $171,000 0.26% $180,000 0.25% $197,700 0.26% Ad Valorem Tax Revenue 1,027,413 1.54% 1,624,630 2.24% 1,711,840 2.29% Local Revenue 0 0.00% 19,500 0.03% 0 0.00% Federal Revenue 800,000 1.20% 820,000 1.13% 825,100 1.10% Total Paratransit Operations $1,998,413 3.00% $2,644,130 3.65% $2,734,640 3.65%

STREETCAR OPERATIONS Tampa Historic Streetcar, Inc. $1,581,200 2.38% $1,904,680 2.63% $2,005,440 2.68% Federal Revenue 200,000 0.30% 200,000 0.28% 200,000 0.27% State Revenue 100,000 0.15% 100,000 0.14% 100,000 0.13% Total Streetcar Operations $1,881,200 2.83% $2,204,680 3.04% $2,305,440 3.08%

BUS CAPITAL Federal Revenue $13,169,387 19.79% $10,999,590 15.17% $11,126,360 14.85% State Revenue 535,063 0.80% 200,000 0.28% 255,000 0.34% HART - Ad Valorem Taxes 368,871 0.55% 120,340 0.17% 273,770 0.37% Hillsborough County 442,524 0.67% 592,620 0.82% 96,810 0.13% City of Tampa 82,780 0.12% 84,420 0.12% 84,420 0.11% Total Bus Capital $14,598,625 21.94% $11,996,970 16.55% $11,836,360 15.80%

STREETCAR CAPITAL Federal Revenue $1,122,170 1.69% $1,130,690 1.56% $1,530,690 2.04% Total Streetcar Capital $1,122,170 1.69% $1,130,690 1.56% $1,530,690 2.04%

TOTAL REVENUES $66,531,588 100.00% $72,492,720 100.00% $74,905,230 100.00%

APPROPRIATIONS BUS OPERATIONS Salaries and Fringes $29,749,900 44.72% $33,334,400 45.98% $34,533,110 46.10% Self Insured Workers' Compensation 853,000 1.28% 860,180 1.19% 975,690 1.30% Fuel and Oil 3,991,000 6.00% 6,295,350 8.68% 6,916,760 9.23% Flex Service 0 0.00% 917,280 1.27% 944,800 1.26% Operational Contract Service 1,292,642 1.94% 1,330,180 1.83% 1,489,200 1.99% Administrative Contract Service 796,180 1.20% 712,030 0.98% 714,060 0.95% Parts and Supplies 2,852,047 4.29% 2,959,300 4.08% 3,224,480 4.30% Insurance Premiums and Actuarial Study 372,500 0.56% 489,000 0.67% 503,000 0.67% Self Insured Liability Expense 1,970,000 2.96% 1,711,470 2.36% 1,826,820 2.44% Utilities 510,000 0.77% 664,200 0.92% 996,240 1.33% Public Relations 867,000 1.30% 804,500 1.11% 861,300 1.15% Planning Studies 240,000 0.36% 800,000 1.10% 200,000 0.27% Other Operating Expenses 1,832,920 2.75% 1,843,790 2.54% 1,914,330 2.56% 13 (C) Back Pension Payment 130,000 0.20% 122,000 0.17% 120,000 0.16% Reserve 996,991 1.50% 882,820 1.22% 667,310 0.89% Reserve for Medical Insurance 0 0.00% 179,750 0.25% 0 0.00% Transfer to Self Insured General Liability Reserve 230,000 0.35% 370,000 0.51% 370,000 0.49% Transfer to Self Insured Workers' Compensation Reserve 247,000 0.37% 240,000 0.33% 241,000 0.32% Total Bus Operations Appropriations & Reserves $46,931,180 70.54% $54,516,250 75.20% $56,498,100 75.43%

PARATRANSIT OPERATIONS Salaries and Fringes $1,755,000 2.64% $2,244,630 3.10% $2,305,570 3.08% Fuel and Oil 197,000 0.30% 301,100 0.42% 322,160 0.43% Parts and Supplies 40,913 0.06% 46,200 0.06% 52,600 0.07% Operational Contract Service 0 0.00% 28,300 0.04% 29,710 0.04% Other Operating Expenses 0 0.00% 23,500 0.03% 24,200 0.03%

Hillsborough Transit Authority 11 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FY06 FY07 FY08 AMENDED % ADOPTED % PLANNED % BUDGET TOTAL BUDGET TOTAL BUDGET TOTAL

Utilities 5,500 0.01% 400 0.00% 400 0.00% Total Paratransit Operations Appropriations $1,998,413 3.00% $2,644,130 3.65% $2,734,640 3.65%

STREETCAR OPERATIONS Base Service $1,516,000 2.28% $1,786,550 2.46% $1,864,180 2.49% Parts & Supplies 154,200 0.23% 162,000 0.22% 169,500 0.23% Contract Services 73,000 0.11% 82,330 0.11% 84,060 0.11% Utilities 138,000 0.21% 173,800 0.24% 187,700 0.25% Total Streetcar Operations Appropriations $1,881,200 2.83% $2,204,680 3.04% $2,305,440 3.08%

BUS CAPITAL Fleet Acquisition $3,359,112 5.05% $3,706,920 5.11% $4,536,040 6.06% Major Bus Components 0 0.00% 0 0.00% 1,185,000 1.58% Fareboxes 0 0.00% 1,500,000 2.07% 1,000,000 1.34% Basic Transit Infrastructure 800,000 1.20% 1,192,960 1.65% 1,100,000 1.47% Intelligent Transportation Systems and Technology 375,000 0.56% 442,000 0.61% 400,000 0.53% Transit Centers 3,192,210 4.80% 1,665,800 2.30% 0 0.00% Operations and Maintenance Facilities 4,256,523 6.40% 750,000 1.03% 440,000 0.59% Operations and Maintenance Facilities - Ybor Station Build out 1,000,000 1.50% 0 0.00% 2,000,000 2.67% Security Projects 0 0.00% 90,300 0.12% 90,300 0.12% Transit Emphasis Corridors 1,205,780 1.81% 2,002,670 2.76% 680,020 0.91% Park and Ride Facilities 410,000 0.62% 450,000 0.62% 160,000 0.21% Vanpools 0 0.00% 196,320 0.27% 245,000 0.33% Total Bus Capital Appropriations $14,598,625 21.94% $11,996,970 16.55% $11,836,360 15.80%

STREETCAR CAPITAL Streetcar Rail and Vehicle Enhancement $122,170 0.18% $130,690 0.18% $130,690 0.17% Streetcar Construction Extension-Phase II A 1,000,000 1.50% 1,000,000 1.38% 1,400,000 1.87% Total Streetcar Capital Appropriations $1,122,170 1.69% $1,130,690 1.56% $1,530,690 2.04%

TOTAL APPROPRIATIONS $66,531,588 100.00% $72,492,720 100.00% $74,905,230 100.00%

Depreciation Expense $8,000,000 $8,324,800 $11,000,000

Hillsborough Transit Authority 12 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART SUMMARY AS A PERCENT OF REVENUE AND APPROPRIATIONS FY06 FY07 AMENDED % ADOPTED % BUDGET TOTAL BUDGET TOTAL REVENUES BUS OPERATIONS System Revenue $11,054,495 16.62% $11,978,270 16.52% Ad Valorem Tax Revenue 28,554,716 42.92% 34,766,270 47.96% Federal Revenue 3,540,068 5.32% 3,333,680 4.60% State Revenue 3,397,901 5.11% 3,644,500 5.03% City of Tampa 339,000 0.51% 339,000 0.47% Hillsborough County 0 0.00% 394,530 0.54% Westshore Alliance 0 0.00% 15,000 0.02% Private Sector 45,000 0.07% 45,000 0.06% Total Bus Operations $46,931,180 70.54% $54,516,250 75.20%

PARATRANSIT OPERATIONS System Revenue $171,000 0.26% $180,000 0.25% Ad Valorem Tax Revenue 1,027,413 1.54% 1,624,630 2.24% Local Revenue 0 0.00% 19,500 0.03% Federal Revenue 800,000 1.20% 820,000 1.13% Total Paratransit Operations 1,998,413 3.00% 2,644,130 3.65%

STREETCAR OPERATIONS Tampa Historic Streetcar, Inc. $1,581,200 2.38% $1,904,680 2.63% Federal Revenue 200,000 0.30% 200,000 0.28% State Revenue 100,000 0.15% 100,000 0.14% Total Streetcar Operations $1,881,200 2.83% $2,204,680 3.04%

BUS CAPITAL Federal Revenue $13,169,387 19.79% $10,999,590 15.17% State Revenue 535,063 0.80% 200,000 0.28% HART - Ad Valorem Taxes 368,871 0.55% 120,340 0.17% Hillsborough County 442,524 0.67% 592,620 0.82% City of Tampa 82,780 0.12% 84,420 0.12% Total Bus Capital $14,598,625 21.94% $11,996,970 16.55%

STREETCAR CAPITAL Federal Revenue $1,122,170 1.69% $1,130,690 1.56% Total Streetcar Capital $1,122,170 1.69% $1,130,690 1.56%

TOTAL REVENUES $66,531,588 100.00% $72,492,720 100.00%

APPROPRIATIONS BUS OPERATIONS Salaries and Fringes $29,749,900 44.72% $33,334,400 45.98% Self Insured Workers' Compensation 853,000 1.28% 860,180 1.19% Fuel and Oil 3,991,000 6.00% 6,295,350 8.68% Flex Service 0 0.00% 917,280 1.27% Operational Contract Service 1,292,642 1.94% 1,330,180 1.83% Administrative Contract Service 796,180 1.20% 712,030 0.98% Parts and Supplies 2,852,047 4.29% 2,959,300 4.08% Insurance Premiums and Actuarial Study 372,500 0.56% 489,000 0.67% Self Insured Liability Expense 1,970,000 2.96% 1,711,470 2.36% Utilities 510,000 0.77% 664,200 0.92% Public Relations 867,000 1.30% 804,500 1.11%

Hillsborough Transit Authority 13 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART SUMMARY AS A PERCENT OF REVENUE AND APPROPRIATIONS FY06 FY07 AMENDED % ADOPTED % BUDGET TOTAL BUDGET TOTAL Planning Studies 240,000 0.36% 800,000 1.10% Other Operating Expenses 1,832,920 2.75% 1,843,790 2.54% 13 (C) Back Pension Payment 130,000 0.20% 122,000 0.17% Reserve 996,991 1.50% 882,820 1.22% Reserve for Medical Insurance 0 0.00% 179,750 0.25% Transfer to Self Insured General Liability Reserve 230,000 0.35% 370,000 0.51% Transfer to Self Insured Workers' Compensation Reserve 247,000 0.37% 240,000 0.33% Total Bus Operations Appropriations & Reserves $46,931,180 70.54% $54,516,250 75.20%

PARATRANSIT OPERATIONS Salaries and Fringes $1,755,000 2.64% $2,244,630 3.10% Fuel and Oil 197,000 0.30% 301,100 0.42% Parts and Supplies 40,913 0.06% 46,200 0.06% Operational Contract Service 0 0.00% 28,300 0.04% Other Operating Expenses 0 0.00% 23,500 0.03% Utilities 5,500 0.01% 400 0.00% Total Paratransit Operations Appropriations $1,998,413 3.00% $2,644,130 3.65%

STREETCAR OPERATIONS Base Service $1,516,000 2.28% $1,786,550 2.46% Parts & Supplies 154,200 0.23% 162,000 0.22% Contract Services 73,000 0.11% 82,330 0.11% Utilities 138,000 0.21% 173,800 0.24% Total Streetcar Operations Appropriations $1,881,200 2.83% $2,204,680 3.04%

BUS CAPITAL Fleet Acquisition $3,359,112 5.05% $3,706,920 5.11% Major Bus Components 0 0.00% 0 0.00% Fareboxes 0 0.00% 1,500,000 2.07% Basic Transit Infrastructure 800,000 1.20% 1,192,960 1.65% Intelligent Transportation Systems and Technology 375,000 0.56% 442,000 0.61% Transit Centers 3,192,210 4.80% 1,665,800 2.30% Operations and Maintenance Facilities 4,256,523 6.40% 750,000 1.03% Operations and Maintenance Facilities - Ybor Station Build out 1,000,000 1.50% 0 0.00% Security Projects 0 0.00% 90,300 0.12% Transit Emphasis Corridors 1,205,780 1.81% 2,002,670 2.76% Park and Ride Facilities 410,000 0.62% 450,000 0.62% Vanpools 0 0.00% 196,320 0.27% Total Bus Capital Appropriations $14,598,625 21.94% $11,996,970 16.55%

STREETCAR CAPITAL Streetcar Rail and Vehicle Enhancement $122,170 0.18% $130,690 0.18% Streetcar Construction Extension-Phase II A 1,000,000 1.50% 1,000,000 1.38% Total Streetcar Capital Appropriations $1,122,170 1.69% $1,130,690 1.56%

TOTAL APPROPRIATIONS $66,531,588 100.00% $72,492,720 100.00%

Depreciation Expense $8,000,000 $8,324,800

Hillsborough Transit Authority 14 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FY2007 ADOPTED BUDGET REVENUES ANALYSIS

The adopted budget total $72,492,720. Of this amount, $54,516,250 is appropriated for bus operations, $11,996,970 is appropriated for capital expenses, $2,644,130 is appropriated for paratransit expenses, $2,204,680 is appropriated for streetcar operating expenses, and $1,130,690 is appropriated for streetcar capital expenses.

The FY2007 budget authorizes staffing of 712 with 640.3 for bus operations, 42.7 for paratransit, and 29 for the streetcar. This is an addition of 40 employees over the 2006 authorized staffing level of 672 with 33 for bus operations for service enhancements and 7 for paratransit.

Bus Operations

FY2007 adopted revenues total $54.5 million, which is a $7.6 million or 16.16 percent increase over the FY2006 budget. The changes in revenues are presented below:

• Passenger fares increased 9.28 percent primarily due to increase in ridership. A fare increase occurred in 2006 with another increase set for FY2008, which is consistent to review fares every two years for potential increase to support the bus system. The FY2007 adopted budget reflects $860,000 in revenue increases for fares over FY2006 amended budget.

• Ad valorem taxes set at .50 millage since the creation of HART in 1979 has increased 21.90 percent or $6.5 million in 2007 over 2006. This is based on the Certification of Taxable Value provided by the Hillsborough County Tax Collector’s office. In 2006, growth in ad valorem taxes generated $4.1 million or 15.84 percent.

• Other system revenues consisting of advertising revenues, interest revenue and miscellaneous revenues are expected to increase $70,500 or 3.94 percent in 2007 over the 2006 amended budget.

• Advertising revenues are projected to increase by $36,000 or 7.1 percent over 2006 due to the selection of Vista Advertising Company to promote advertisement based on a request for proposal. The advertisements would apply to 178 buses under this new agreement versus 78 buses in the past.

• Interest income is projected to increase $6,000 in 2007 over 2006 amended budget. This is based on better interest rates anticipated in 2007.

• Other systems increases are expected to show revenues at a rate sharply higher than 3.5 percent inflation.

• Grant and operating subsidy funding is expected to increase $450,000 or 6.14 percent over the 2006 level. This is primarily a result Hillsborough County funding of new and enhanced services scheduled for implementation on November 19, 2006

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Paratransit, Capital Budget and TECO Streetcar:

• The revenues for these other programs are expected to generally follow the same projections in FY2007 for the bus operations.

• Paratransit FY2007 funding is projected to increase $645,000 or 32 percent over FY2006 amended budget.

• The Capital Projects budget for FY2007 is expected to decrease by $2.6 million or 17.8 percent under FY2006 due to a decrease in capital grant funding.

• Streetcar revenues are expected to increase $323,480 or 17.2 percent over FY2006 to provide the same level of service in 2007.

EXPENSES ANALYSIS

Bus operations for the FY2007 adopted budget total $54.5 million or 16.16 percent over the FY2006 amended budget. The major increases and/or decreases are presented below:

Salaries and wages – The FY2007 budgeted salaries and fringes of $33.3 million is over the FY2006 amended level by $3.58 million or 12 percent. The 12 percent increase in FY2007 budgeted salaries are attributed to normal merit increases for non-bargaining employees, labor contract FY2007 costs, medical insurance coverage, and new positions.

The bus operations department needs to seriously address the use of overtime and manpower planning in FY2007. With shrinking resources, it is time for HART to manage the resources to provide the existing services with more efficiency and effectiveness. In FY2006, actual overtime expenditures total $3.7 million; and in FY2007 it is budgeted at $2.27million.

• Self-insured workers’ compensation is expected to basically remain flat in FY2007. The 2006 trend is showing level expenditures with no projections for any significant increase.

• Fuel and oil is projected to increase by $2.3 million or 57 percent over FY2006 amended. This is due to the requirement for ultra low sulphur diesel (ULSD) starting in late 2006. The FY2007 adopted budget is estimating 2.4 million gallons of usage of diesel plus an increase in price. This includes fuel for new and enhanced services scheduled for November 2006 and April 2007 implementation.

• Operational contract services increase for FY2007 and are budgeted at $37,000 or 2.9 percent over FY2006 due to increase for vanpools of $66,000 and net decreases in several other areas.

• Administrative contract services expenditures should decrease in FY2007 by $84,000 due to a decrease in human resources and other professional services.

Hillsborough Transit Authority 16 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

• Parts and supplies expenditures for FY2007 are expected to increase by $107,000 or 3.76 percent, including tire maintenance costs of $254,000 that have previously been accounted for in the capital outlay budget. There are other decreases for parts and supplies resulting in the net increase.

• Insurance Premium expenditures for FY2007 are budgeted at $116,500 over FY2006 due to increases in property insurance coverage.

• Self-insured general liability expenditures are decreasing by $258,000 or 13 percent due to a decrease in claims settlements.

• Utilities are increasing by $154,000 over FY2006 amended budget due to projected increases for new facilities and existing services. Electric utilities are increasing $70,000; telephone $36,600; and water and sewer $47,660.

• Public Relations expenditures are decreasing by $63,000 due to a reduction in printing and promotion expenditures.

• Planning Studies for FY2007 expenditures are increasing as a result of studies that were not completed during fiscal 2006. Unexpended funds were decreased in the FY2006 amended budget and carried forward into FY2007.

• Other operating expenses for FY2007 are essentially flat with a small decrease of $10,870 or .6 percent under FY2006.

• Back pension payments are also decreasing due to reduced pension payments in FY2007.

• Budgeted reserves are $.2 million over FY2006 amended budget due to funding needs to keep the reserves at the desired levels for self-insurance and also to recognize an increase of $179,750 in reserves for health insurance benefits in FY2007. The 25 percent expenditure threshold for fund balance for the FY2006 amended reserve is above the required level by $.5 million. The funding level is $500,000 per year to meet the 25 percent threshold.

Capital Projects Fund

Budgeted capital expenditures for FY2007 are $12 million or $2.6 million and 17.82 percent less than FY2006. The net decrease of $2.6 million is due to decline in capital grant funding.

Paratransit Expenses

The FY2007 budgeted expenditures of $2.6 million or 32.3 percent over FY2006 amended budget is related to the increase in operating expenditures and increase in service levels in 2007.

Streetcar Expenses

The streetcar FY2007 adopted budget is $2.2 million or $323,000 and 17 percent over FY2006.

Hillsborough Transit Authority 17 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

The increase is basically due to projected increases in salaries and benefits and other direct costs that are reimbursed to HART by the Tampa Historic Streetcar, Inc. The budget does not include funding for three new positions requested in FY2007.

Reserves Policy

The HART Board has adopted a formal reserves policy. Reserves are monies set aside as contingencies for revenue shortfalls or unanticipated expenditures. Reserves can also be used to finance cash flow and to fund self-insurance and capital replacement programs. A reserves fund policy establishes the type for reserves an organization will have, as well as the size and use of those reserves. It is not the intent of this policy to accumulate unnecessary or excessive levels of reserves.

The purpose of this reserves policy is to: • Provide overall, long-range approach to financial management. • Ensure that HART is able to meet its financial obligations as they arise. • Improve fiscal stability and protect HART during a financial emergency.

Labor Contracts

Labor costs are usually the single, largest expenditure for state and local governments. For this reason, the stakes in labor negotiations are high for all parties involved. HART has two labor contracts with two unions. The contract between HART and the Local 1593 Amalgamated Transit Union AFL-CIO-CLC (Union) covers the period October 1, 2002, through September 30, 2006.

The other contract between HART and the Teamsters Local 79 (Union) covers the period October 1, 2002 through September 30, 2007.

Composition of HART Employees:

2006 2007 Non-Bargaining 122 123 Teamsters 43 44 ATU 507 545

Total 672 712

The cost for the Teamsters union contract is funded for fiscal year 2007. The costs for contract negotiation for the ATU for FY2007 and the remaining years of the anticipated new contract would be discussed during contract negotiation and deliberations on the FY2007 budget. The FY2007 budget recognizes a certain level of funding for labor contract negotiations.

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Program Changes:

New positions funded in FY2007 total 40: • Thirty-two bus operators to implement approved service enhancements • One Human Resources Assistant II to meet increased demands for staffing and recruitment • Six Paratransit van operators to meet increased service demands • One Paratransit road supervisor to monitor performance and provide spot and equipment checks as well as to meet increased demand needs of service

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Budget Recommendations and Conclusion FY2007 Adopted Budget

The total combined balanced budget for FY2007 totals $72,492,720, which is $5,961,132 or 8.96 percent over the FY2006 amended budget.

The projections for FY2006-07 are based on staff’s best estimate of recurring revenues and expenditures for next year. Based on the increase in the digest of Ad Valorem, HART had sufficient resources to recommend growth in the service levels in FY2006-07 beginning on November 19, 2006.

During the past few years, the economic health of Hillsborough County, Florida, continued to show signs of increasing strength and vitality. Unemployment rates are low, building activity level is strong, and property values are increasing significantly. The sales tax collection ratio from 2005 to 2006 also shows a strong increase. The important message in these facts is that the economic indicators are positive and growth is eminent. The same applies to HART’s ridership program. The statistics provided in this report shows constant growth in ridership.

The FY2006-07 budget is both responsive and responsible. It is responsible in that the budget continues to provide the level of service consistent with the demands without jeopardizing the fiscal health of HART. The budget is responsive in that it continues to meet the needs for our citizens by continuing to maintain the current service levels for ridership. The ability to do more with less has finally reached us as we attempt to stretch the current resources to provide the existing service levels and increase ridership.

The budget for FY2006-07 is developed with top priority goals to maintain and enhance basic services; maintain HART’s financial stability; maintain and improve HART’s equipment, facilities, infrastructure and other assets; improve the HART transportation system; and promote cooperative, positive employee relations by setting a positive climate for labor negotiations and other employee-related benefits.

The budget provides funding for enhanced transportation services totaling $3,315,000. The funding for these service improvements consists of the $750,000 contribution from the Hillsborough County government and $2,565,000 from the 2006 growth in the tax digest and increases in fare revenues from the new services.

Finally, we would like to thank the Finance Department employees and the managers for their hard work. Their contributions and dedication to making a positive difference in the life of each citizen we serve.

Hillsborough Transit Authority 20 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

A LETTER FROM THE BOARD CHAIRMAN, RICARDO ROIG

During my tenure first as a member of the HART Board of Directors and then as its Chairman, there has been one common denominator regarding public transportation in our community: we need more of it. The HART Board of Directors and HART’s management is keenly aware of the need for additional transportation, in terms of extended hours, increased weekend service, and greater geographic coverage. We are also aware of other areas that need improvement, including bus shelters and increased accessibility to some of our bus stops. I can assure you that we are working towards meeting these goals. There is, however, one overriding constraint to HART’s ability to deliver additional services and to improve those services already being offered: funding. As a result, the budgetary process is one that is particularly important at HART. It is the process whereby we look at the resources that are available to our organization and determine how to get the most out of those resources.

Our proposed budgets for 2007 and 2008 are attached for your consideration. Some of the budget highlights are:

Advanced Transit Technology and Modernization

HART has begun the process of installing advanced communications systems that will greatly modernize our fleet and allow us to provide a higher level of service to the community. The system will include security cameras in the buses to protect our patrons and employees. Other advantages from this new technology include automated stop announcements, live maintenance information, and the ability to provide more accurate arrival times for patrons.

Providing Increased Bus Service in our Community

HART has spent the past six months working to develop a ten year blueprint for how transit should operate in our community. The plan, called Vision 2016, which is the product of extensive public participation and feedback, calls for new types of service that are more flexible to serve suburban areas without current bus access. One possible solution being evaluated is to set up “zones” in which people needing a ride could call and have a van pick them up and take them either to their destination or to the nearest bus route.

In addition to the new express route service that HART rolled out in January of this year and that serve outlying areas of our Community, HART is also exploring new flex route and dial-a-ride services to continue to increase HART’s service.

More Shelters/Better Access

In 2006, HART will construct 30 new shelters at a typical cost of $25,000 per shelter site including connectivity. We have budgeted higher numbers to be built in 2007 and 2008. We have also been working with the Tampa City Council members to revise an ordinance restricting bus shelter

Hillsborough Transit Authority 21 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

advertising within the public right of way. This will clear the way for HART to be able to add bus shelters at a much more rapid pace.

In 2006, the HART Board created an American’s with Disabilities Task Force charged with evaluating the accessibility of HART’s services. Through its paratransit service and increased us of low floor buses, HART is working to provide access to transportation to all in our Community.

The budget reflects these efforts.

Conclusion

While the HART Board and its management do their best with the budget information, we welcome your comments and ideas regarding the budget and are open to any suggestions that would help us provide the greatest level of service possible to our community. We encourage you to become engaged with HART in ensuring that our community’s public transportation is as good as it can be.

Hillsborough Transit Authority 22 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

A LETTER FROM THE EXECUTIVE DIRECTOR, RAYMOND MILLER

Looking ahead to the new fiscal year, I am excited about what the future holds. Ridership continues to grow at a rate several times the national average, and we are well on the way to exceeding last year’s 10 million boardings. Increased ad valorem tax revenue has allowed us to absorb the loss of previous county support while simultaneously increasing service, primarily in the unincorporated areas in the form of express service. New vehicles are coming in the form of five trolley buses and five paratransit vans to join the 24 new large buses added in 2006. Technology will improve operations and safety while decreasing risk and a new approach to major construction projects will allow us to do more with less. All while providing an unprecedented level of budgetary transparency.

Improved Accountability

As with any government entity, the public deserves to know that their money is being spent in an effective manner. In order to insure that is being done, HART has made several changes that have helped us to achieve greater accountability. Following a national search, we hired David Persaud to fill the newly created position of chief financial officer. David brings broad experience in both county government and transit that is already paying dividends.

At my direction, and following a national request for proposal process, HART retained the auditing firm of Cherry, Bekaert & Holland to look at various functions and departments of the agency. Thus far they have performed detailed analyses of inventory control, streetcar operations, and cash handling, and are in the process of conducting a risk assessment. Each of their reports has provided valuable insights and led to significant improvements in procedures.

The Hillsborough County Board of County Commissioners has generously offered to hire a nationally known auditing firm to do a performance audit of HART. The most recent performance audit was done in 1999, also paid for by Hillsborough County. We welcome their assistance.

New and Improved Facilities

The year 2007 will be the “Year of Technology” for HART. State of the art computer and satellite tracking equipment will be installed on every HART bus. This intelligent transportation system (ITS) equipment will result in more productive and predictable service delivery to our patrons, with features such as real time bus location information, automated on-board announcements, and digital next bus arrival signs at major stops. This $9 million project will catapult us into a new dimension of bus and paratransit service management based on information technology.

Our maintenance facility at 21 st Avenue is undergoing major improvements in FY 2007. Aging in- ground fuel tanks will be replaced by new above ground tanks as part of an overall upgrade of the facility. Also included in the tank replacement project will be new vehicle fueling facilities, new bus washers, and a new money handling room.

The construction of office space on the top floor of Ybor Station will be completed in FY 2007. The

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new office space will then be put immediately to use to relocate all of HART’s downtown staff, thereby saving more than $200,000 per year in rent. This design-build project will be a first for HART, indicating a change in direction with regard to future construction projects.

Challenges

Rising fuel prices are a double edged sword for a transit agency. On the one hand, the current price of gas has more and more people seeking alternatives to driving their own car. On the other, HART is also paying substantially more for the fuel we use, some 2.1 million gallons of diesel. This represents a huge potential impact for not only 2007, but for the foreseeable future. HART has been very fortunate in the timing of purchases of future fuel delivery contracts, paying a little less than two dollars per gallon for most of 2006. We are the only transit agency in Florida that purchases fuel this way.

Another potential challenge is in the growth of HARTplus paratransit service. The Americans with Disabilities Act (ADA) mandated service is likely to grow as the population ages. A trip by paratransit van cost about eight times as much to provide as a similar bus trip on average, and there is no way to limit the growth in demand. There are many examples around the country of transit agencies spending more of their budget on paratransit than all other service combined. While this is a wonderful thing for the people receiving the service, it can present serious budgetary problems for a transit agency.

Conclusion

Fiscal year 2007 will be a time of important and visible change. People are beginning to notice the new purple and white Commuter Line buses with new graphics and the new HART logo. Construction at Ybor Station and 21 st Avenue will serve as a visible reminder of major changes at HART. The role of transit in Hillsborough County, and the region, is growing and changing. This budget anticipates change and prepares us for the challenges ahead.

Hillsborough Transit Authority 24 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART BOARD OF DIRECTORS

In November 2004, Brian Blair, Commissioner of the Hillsborough County Board of County Commissioners, was appointed to represent Hillsborough County on the HART Board of Directors. He also serves on the Florida Association of Counties Urban Caucus, Juvenile Justice Council, Old Gandy Bridge Oversight Committee, Tampa Bay Partnership for Regional Economic Development, Tampa Chamber of Commerce International Committee and the Value Adjustment Board. Prior to being elected to the County Commission in 2004, he was a professional athlete and a successful business owner of a chain of local health clubs. He also recently served on the Citizens Advisory Committee and continues to volunteer for children's causes throughout Brian Blair Hillsborough County the county. He has been a resident of Hillsborough County for more Commissioner than 36 years and attended Hillsborough County public schools, St. Leo College and the University of Louisville.

The Hillsborough County Board of County Commissioners appointed Wallace Bowers to serve on the HART Board of Directors in March 2006. The appointment marks a return to the HART Board for Mr. Bowers, who was a member from 1993 to 1999. In 1999, he was appointed by the HART Board to be the founding Board Member and Chair of the newly created Employee Relations Committee and helped set the mission and standards that guide that committee to this day. A native Floridian, Mr. Bowers attended Florida A&M University and the University of Tampa. He owns a Tampa real estate firm, Wallace Bowers Realty, and has been a member of both the Progress Village

Wallace Bowers Civic Council and the NAACP for more than 30 years. Realtor

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In April 2005, Governor Jeb Bush appointed John Byczek to the HART Board of Directors where he will serve until October 31, 2006. John is the Managing Director of the Tampa office for the Teague Financial Group, Northwestern Mutual Financial Network where he specializes in developing financial strategies for businesses and individuals, executive compensation and benefits packages, and estate planning. He is also currently assigned to the Defense Intelligence Agency in the US Army Reserves. He was called to active duty in Oct 2001 to support Operation Enduring Freedom and in December 2001 was deployed to Afghanistan for over ninety days. In December of 2002, he

John Byczek was awarded the Bronze Star Medal for his service in Afghanistan. He Managing Director was a member of the Leadership Tampa Class of 2001, serves on the Teague Financial Group Executive Committee of the Hillsborough Republican Party, is Vice- Chairman of the National Council on Alcohol and Drug Dependence and he currently serves as an Executive Board member of the Tampa Fellowship of Christian Athletes organization. He and his family are active members of the Idlewild Baptist Church.

In November 2004, Kathy Castor, Commissioner of the Hillsborough County Board of County Commissioners, was appointed to represent Hillsborough County on the HART Board of Directors. She is also the liaison to the Southwest Florida Water Management District for the County Commission, chairs the Environmental Protection Commission and serves on the following boards and committees: Arts Council, Children's Board, Agency on Bay Management and the Friendship Trailbridge Oversight Committee. Prior to being elected to the County Commission in 2002, she was in private practice with a local law firm, and was the Assistant General Counsel to the Florida Department of Community Affairs in Tallahassee. A native of Kathy Castor Florida and graduate of Chamberlain High School in Tampa, she has a Hillsborough County bachelor's degree from Emory University in political science and a Commissioner law degree from Florida State University of Law.

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In April 2005, Councilman John Dingfelder was appointed to the HART Board of Directors to represent the City of Tampa. He was elected to his present position on Council in March of 2003. He currently represents HART on the MPO and is Chair of City Council's Public Works Committee. Prior to his election to Council, John served as a member of the Tampa Variance Review Board, President of the Davis Islands Civic Association, Board member of the County Hospital Authority at Tampa General Hospital and on the County's Health Care Advisory Board. When not doing his government work, John practices law with the Scarritt Dingfelder Law Group. Previous John Dingfelder legal service saw John serving the public as an Assistant County City of Tampa Councilman Attorney and in the Public Defender’s Office. A life-long resident of Tampa (born at TGH) John took off from practicing law for three years to teach at Robinson High School and Booker T. Washington Magnet School. John also served his community as Vice President of the Palma Ceia Neighborhood Association, the Save The Gandy (Friendship) Bridge Committee, the County's Consumer Protection Board, the Rotary Club of Ybor City, the Tampa Audubon Society, the County's Landscape and Land Alteration Variance Review Board, and Habitat For Humanity. He has coached with the Bayshore (Davis Islands) Little League and the YMCA (Interbay) Youth Soccer program. John received his bachelor's and law degrees from the University of Florida. Additionally, he attended a year of law school at F.S.U.'s College of Law and also has as an M.S. in Agriculture from VPI in Virginia. John is married to Lynn and they have three grown children.

In November 2004, Councilman Ron Govin was appointed to represent the City of Temple Terrace on the Hillsborough Area Regional Transit Authority’s Board of Directors. Councilmember Govin was elected to the City Council of Temple Terrace in November 2004. He has served 8 years as the Commissioner representing the City of Temple Terrace on the Hillsborough County City County Planning Commission, serving as a Chair in 2000. He has been a Greater Temple Terrace Chamber member for 16 years, serving as president in 1998, and was a President’s award winner in 1999. He is a co-founder of Life Path Hospice service 13 years on the

Ron Govin Board of directors and serving as a president. He has been a member City of Temple Terrace of the Ybor City Museum Society, Board member of Missions Councilman Unlimited, Board member Arts for All and Deacon of the First Baptist Church of Temple Terrace. He received a BS degree in business and accounting from University of Tampa. He is the Chief Executive Officer of Mark Master, Inc., a manufacturing company that was awarded the 2001 Small Business of the Year award from the Greater Temple Terrace Chamber.

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In November 2005, Edward F Giunta, II was appointed to represent Hillsborough County on the HART Board of Directors for a three - year term through October 2008. He was named the Board’s Vice Chair in December 2005. Mr. Giunta is a member of the Hillsborough County Planning Commission, and owner of Giunta Ventures, a development company. He served on the Board of Directors of the Academy of the Holy Names Dad’s Club in 2003. Mr. Giunta was born in Tampa and attended Chamberlain High School.

Edward Guinta II HART Board Vice Chair President, Guinta Ventures, Inc.

In November 2003, Alison Hewitt, was appointed by Governor Bush to represent the State of Florida on the HART Board of Directors. A native of Tampa, Florida, she spent the four years as a key player in Governor Jeb Bush’s administration, where she served as the Executive Director for the Office of Urban Opportunity, Front Porch Florida Initiative from November 2000 to September 2003. Before becoming the executive director, Ms. Hewitt was a special assistant to Governor Bush. In this capacity, she represented the Governor and organized key public relations events in 19 counties. Prior to joining the Bush administration, Ms. Hewitt worked with Newberger & Associates, a governmental consulting firm located in Tampa. She has Alison Hewitt served on the following boards: Keep Florida Beautiful, Inc. as HART Board Secretary President Chairman of the Board, 2000-2001 Long Range Planning Task Force Creative Community for Enterprise Florida, TEAM Florida Partnership Board and the Solutions Digital Divide Council for the State of Florida. Ms. Hewitt is a president of “Creative Community Solutions”. She graduated from Chamberlain High School and is a graduate of Florida A&M University. In 2000, she was honored by Ebony magazine as one of the “30 Leaders Under Age 30 to Watch.” She represents the HART Board of Directors on the Employee Relations Committee.

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In November 2002, David M. Mechanik, President, Mechanik Nuccio Hearne & Wester, was appointed to represent the City of Tampa on the HART Board of Directors. He previously served on the HART Board from 1993-2000 representing the State of Florida. He was Chairman from 1997-1998 and 2003-2005. He is also a member of the Board of Directors of Tampa Historic Streetcar, Inc. He is a member of the Florida Bar and its Real Estate and Environmental and Land Use Sections and the Hillsborough County Bar Association. He is also currently a member of the Executive Committee of the Tampa Downtown Partnership and the Vice President of the Westshore David M. Mechanik Alliance and is on the Board of Directors of the Greater Tampa HART Board Chair Chamber of Commerce. He is a past Chairman of the Tampa Attorney Downtown Partnership, and a past member of the Tampa Sports Authority and the Super Bowl Task Force, the City of Tampa Mayor's Sports Arena Task Force, and the Hillsborough County Charter Review Board. He received his Bachelor of Arts from the University of South Florida and Juris Doctor from Nova University.

In February 2005, Ricardo A. Roig was appointed by Mayor Pam Iorio as a representative of the City of Tampa to the HART Board of Directors, filling the unexpired term of Manuel Alvarez through October 31, 2005 and thereafter to a full three-year term commencing on November 1, 2005. He is Principal in a title insurance agency handling both residential and commercial closings. He also practices law primarily in the areas of commercial litigation, corporate law, mergers and acquisitions, real estate and general representation. He is Past Chairman of the Tampa Bay Hispanic Chamber of Commerce, Inc, Member of the Ybor City Rotary Club, and Past Chairman of the Hillsborough Community College Hispanic Advisory Committee. He previously served as President and Board Member of the Hispanic

Ricardo A. Roig Business Initiative Fund, Inc., member of the Hillsborough County HART Board Chairperson Good Government Award Committee and member of the Hillsborough County Sheriff’s Hispanic Advisory Council. He received his BS and Masters of Accounting from the University of Florida, Fisher School of

Accounting and his Juris Doctorate, with honors, from the University of Florida College of Law. He is a member of the Hillsborough County Bar Association and the Florida Bar.

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In November 2005, David Alan Storck was appointed to represent Hillsborough County on the HART Board of Directors for a three - year term through October 2008. Mr. Storck spent 25 years with Wal- Mart, most recently as assistant manager of the Brandon store. He was a member of the Hillsborough County Charter Review Board in 2005 and of the Plant City Chamber of Commerce in 2001. Mr. Storck states that he is “a concerned taxpayer of Hillsborough County, willing to make sure that the quality of life continues to improve for our citizens and taxpayers, to be a watchdog on spending .”

David Storck

In November 2002, Ronda R. Storms, Commissioner of the Hillsborough County Board of County Commissioners, was appointed to represent Hillsborough County on the HART Board of Directors. She is currently serving as Chairman of the Environmental Protection Commission and member of the Metropolitan Planning Organization, Children's Board, Tampa Bay Water, Port Authority and HART. She has previously served on the Crosstown Expressway Authority, Healthcare Advisory Board, Head Start Policy Council, Tampa Bay Convention and Visitors Bureau, Tampa/Hillsborough County International Trade Council, Arts Council, Value Adjustment Board, Tampa Bay Performing Arts Center, Public Transportation

Ronda R. Storms Commission, Hillsborough River Board, Hillsborough County Hillsborough County Executive Policy Group, Juvenile Justice Council, Keep Hillsborough Commissioner County Beautiful, the Tampa Bay Workforce Alliance, and as the MacDill AFB appointee. She received her B.A. in English Education from the University of South Florida and taught English at Bloomingdale High School from 1989 to 1996. She received her Juris Doctor from Stetson University College of Law in 1995, and formed Arthur and Storms General Practice Partnership in 1996.

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HART PROFILE

BACKGROUND

In October 1979, the Hillsborough Transit Authority, a.k.a. Hillsborough Area Regional Transit Authority, was created pursuant to Florida Statute 163.567 to plan, finance, acquire, construct, operate and maintain mass transit facilities and supply transportation assistance in Hillsborough County. The member jurisdictions today are Hillsborough County, and the Cities of Tampa and Temple Terrace. Jurisdictions contiguous to those of its current members are also eligible to become members of HART. By its Charter and pursuant to Florida Statutes, HART is responsible for meeting the mass transit needs of its member jurisdictions. A one-half mil property tax was approved by public referendum in 1980 to provide countywide service and has not changed since then.

HART is governed by a Board of Directors currently comprised of 12 representatives. Ten are appointed by the governing bodies of its members in proportion to population. The Governor of the State of Florida makes the other two appointments. Under the State statute, as population grows, the number of members on the HART Board grows. The Hillsborough County Board of County Commissioners currently appoints six members; the City of Tampa appoints three; the City of Temple Terrace appoints one.

MISSION STATEMENT

The mission of the Hillsborough Area Regional Transit Authority (HART) is to provide public transportation services, which are safe, dependable, and cost effective thereby enhancing the quality of life in our community.

HART PERFORMANCE OBJECTIVES

The HART Board of Directors has established the following performance objectives for the Executive Director and the organization:

• Ridership Productivity • Efficiency • Safety • Quality of Service • Public Perception

Each year’s targets are established for each performance measure. The process to set the targets takes into consideration past performance, upcoming projects and agency priorities. The measures are then tracked monthly, with the performance compared to the established target. This review provides the basis for refining or enacting new strategies to guide HART’s organization and the delivery of services and programs.

Targets are established for all five goals for October to September 2007. The first four goals are quantifiable and have specific measurable targets. The last goal of public perception is rated on how well the Board feels that Executive Director has affected the public’s perception of HART based on public comments, responsiveness, media coverage, etc.

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Approved Performance Goal Targets for FY 2006

Performance Goal Measure October – October – September September 2006 2006 Low Target High Target Ridership Bus Riders per 1.47 1.50 Productivity Revenue Mile Efficiency Gross Cost per $6.36 $6.29 Revenue Mile (Combined Bus & Paratransit) Safety Collisions per .9 0.85 100,000 Revenue Miles Quality of Service Complaints per 12.5 12.0 100,000 Riders

PROGRESS TO DATE ON PERFORMANCE OBJECTIVES

Corporate Goal: Ridership Productivity October 2005 - September 2006 Measure: Passengers Per Revenue Mile Greater Than or Equal to 1.47

1.6

1.56 1.55

1.5 1.47

1.45

1.4 Passengers per Revenue Mile per Revenue Passengers 1.35 Goal Year1 To Date

Ridership Productivity – Through September 2006, ridership productivity exceeded of the high target goal. In January 2006, COA Phase III, revisions to express routes and peak period service enhancements on Route 39 Busch Boulevard were implemented. Reorganized and new services planned for fiscal 2007 are outlined below.

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South County Reorganization

In order to provide improved service to the residents of the South County area the following is scheduled for implementation effective November 19, 2006:

• Service extension of Route 31 to Ruskin Thriftway Plaza providing connections to Routes 47LX and 86. Service will also be provided to the new Super Wal-Mart on Gibsonton Drive. • Reorganization of Route 84 (South County Connector) into two shorter connector routes Route 86 (Ruskin SouthShore Connector) and 87 (Sun City Center SouthShore Connector). These routes will connect at the Hillsborough County Service Center in Ruskin. Route 87 will provide service to the new Hillsborough County Regional Library. • Creation of Route 35LX (Brandon/SouthShore Limited Express) providing off-peak limited express service between the SouthShore area and Westfield Brandon Mall via US 301. • Creation of Route 47LX (SouthShore Limited Express) providing limited stop express service in the AM and PM peaks as well as midday between SouthShore and downtown Tampa.

New Services

New services scheduled for implementation in FY 2007 are:

Scheduled for implementation on November 19, 2007 • Extension of evening service on Routes 1 (Florida Avenue), 2 (Nebraska Ave.), 6 (56 th Street), 8 (Progress Village/Brandon), 12 (22 nd Street), 32 (Dr. Martin Luther King Jr. Blvd.), 34 (Hillsborough Avenue) and 83 (University Area Connector) on weeknights so that the last buses begin their final trip from both directions between 11:45 p.m. and 12:15 a.m. These same routes’ last buses of the evening will begin their final trips from both directions two hours later than the current schedule for weekend service. • Addition of a Saturday southbound trip at 5:40 a.m. on Route 2 (Nebraska Ave.). • Addition of an AM trip and a PM trip each for Routes 25X (South Brandon/MacDill/A.F.B.), 26X (Carrollwood Express) and 50X (Citrus Park Express). • Addition of an additional bus to Route 24X (FishHawk/Riverview/MacDill A.F.B.) in the AM at 6:05 and the PM at 4:35.

Scheduled for implementation in Spring 2007 • Introduction (approximately April 1, 2007) of new Flex or Connector service in Southeast Brandon, Northwest Brandon, Southwest Brandon, Seffner, Carrollwood, Temple Terrace and Town N’ Country. Flex service will operate as an on-call vehicle that will circulate through an area that is currently lacking transit service, and transport patrons to and from bus stops or transit centers.

Service Adjustments

Service adjustments scheduled for implementation on November 19, 2006:

• Extension of service west to Cypress Point Park on Route 10 (Cypress Street) with a reduction in service frequency from 30 to 40 minutes.

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• Current temporary detour on Route 32 (Dr. Martin Luther King, Jr. Blvd.) serving Lakewood Drive, Broadway and Williams Road will become permanent. • Elimination of West and South Davis Boulevard portion of Route 46 (Davis Island/West Brandon) to improve Davis Island arrival time. East Davis Boulevard routing and service to Tampa General Hospital will remain unchanged. • Extension of service on Routes 51X (New Tampa Express) and 52LX (New Tampa/University North Limited Express) north to SR 54 and Old Pasco Road to serve new park and ride lot at Victorious Life Church.

Another way that HART is striving to exceed its ridership goals is by making information on HART’s services more accessible to a larger population. This year, the HART website is being redesigned by an external marketing agency. An updated patron-focused route and schedule book was produced; helping patrons and partnering service agencies understand and navigate the transit system. A section of the guide is printed in Spanish to make the service readily understandable to Hispanic passengers. Additionally, HART supports designated staff training in American Sign Language to assure communication with the hearing impaired community. Hours at the Marion Transit Center Customer Service Center were expanded to include Saturday hours.

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Corporate Goal: Efficiency October 2005 - September 2006 (Unaudited) Measure: Cost per Revenue Mile Less Than or Equal to $6.36 $7.00

$6.80

$6.60

$6.40 $6.36

$6.20 $6.17

$6.00

Cost per Revenue Mile Revenue per Cost $5.80

$5.60 Goal Year1 To Date

Efficiency – Year to date through September 2006 (unaudited), HART has been very successful in lowering the cost per revenue mile. The budget is monitored closely to ensure proper spending levels are maintained. Current fuel prices were locked in for the fiscal year. Fuel prices continue to be a challenge for fiscal 2007. HART currently locks in fuel prices by purchasing fuel futures which is typically much cheaper than buying at the rack price. HART awarded a fuel delivery contract in September 2006 with an effective date beginning November 1, 2006. In an effort to reduce cost and stabilize the budget, fuel contracts have been secured for October 2006 through February 2007. Market conditions will be monitored daily until the remaining fuel contracts for fiscal 2007 are purchased.

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Corporate Goal: Safety October 2005 - September 2006 Measure: Collisions Per 100,000 Revenue Miles Less Than or Equal to 0.90

1.60 1.40 1.20 1.00 0.90 0.80 0.60

0.40 0.27 0.20 0.00 Goal Year1 to Date Collisions per 100,000 Revenue Miles Revenue Collisions100,000 per

Safety – Through September 2006, HART has maintained an exceptional record well below the target goals for collisions per 100,000 revenue miles. Greater emphasis is being placed on driver training with assurance that new driver trainees will graduate with a thorough knowledge and performance confidence on all HART routes. In 2006, a Safety and Security Assistant position was added to aid with monitoring, testing and documenting security systems.

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Corporate Goal: Quality of Service October 2005 - September 2006 Measure: Complaints per 100,000 Passengers Less Than or Equal to 12.50

14 12.5 12 10 8.00 8 6 4 2 0 1 Complaints per 100,000 Passengers 100,000 Complaints per Goal Year to Date

Quality of Service – Through September 2006, the HART goal is below the maximum target through the end of the year. HART has conducted an intensive system analysis of the fixed route services to determine if service revisions are needed to serve a greater number of riders. The first phase of adjustments was implemented in April 2004, with eleven routes having schedule and service revisions. The second phase of adjustments was implemented in December 2004, with eighteen routes having schedule and service revisions, three routes were eliminated, and five new routes were started. The third phase of adjustments with revisions to express service was implemented in January 2006. Older buses continue to be retired from the fleet as new buses are purchased, which is greatly enhancing the reliability of service.

Quarterly employee appreciation activities are part of an employee recognition program that encourages managers to recognize employees for extra effort. A number of employee programs continue to be offered including a weight management/weight loss initiative, flu shots, optional legal services, employee referral program and a tuition reimbursement program.

Public Perception – The Executive Director has made it his number one focus to get out and meet with individuals and community groups.

HART participates in many community events, and sponsors employees in selected events throughout the year as public image enhancements. Educating the community about the availability of transit provides options for everyone and enlightens people about the benefits of sharing transportation and protecting the environment. Outreach activities to promote HART’s services and the benefits of transit included the provision of shuttle services to major community events, the

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distribution of transit information at job fairs and community events, and development of partnerships with other agencies for the promotion of transit. In addition, throughout the past year, HART staff was available at transfer centers throughout the system as part of the outreach efforts to provide information to passengers and to encourage community involvement in service, design and fares.

PERFORMANCE GOALS TARGETS FOR 2007

The 2007 performance goal targets were set by the Board as part of the overall update of the 2007 fiscal year budget. Board budget workshops/Finance Committee meetings were held from May through September as the budget was refined and adopted in September 2006.

Goal Criteria Note Adopted FY 2006 Adopted FY 2007 Ridership Passengers per Revenue 1 1.47 1.50 Productivity Mile Efficiency Operating Cost per 2 $6.36 $6.57 Revenue Mile Safety Collisions per 100,000 3 0.90 0.50 Revenue Miles Quality of Complaints per 100,000 4 12.5 10.0 Service Passengers

Notes:

1. Bus passengers divided by bus revenue miles, excluding new flex transit service. 2. Bus and paratransit modes gross operating costs divided by bus and paratransit revenue miles, excluding reserves and the cost of flex transit service. 3. Collisions as reported to the National Transit Database for all modes divided by revenue miles for bus, paratransit and streetcar modes. 4. Customer service complaints divided by bus, paratransit and streetcar passengers. Excludes commendations and suggestions requiring a service expansion and/or Board budget or policy decision.

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HART KEY STRATEGIC INITIATIVES

Key Strategic Initiatives

Application of New Technologies Facilities, Equipment and Infrastructure Improvements Increase System Travel Speed Ten Year Community Vision Plan

Application of New Technologies

Objectives: Implementation

New voice radio system Dec 06 All vehicles w-cameras Dec 06 Mobile data terminals all buses Dec 06 All vehicles w-AVL July 07 Automated next stop July 07 Real time bus telemetry July 07 Paratransit customer scheduling Dec 05 Reconstructed website Feb 06 WI-FI demonstration project Jan 06 Real time stop info July 07

Facilities, Equipment and Infrastructure Improvements

Receive 24 new buses Jul 06 Install 30 new bus shelters Oct 06 Complete design of 21st Ave Dec 06 Build-out of existing facilities Jun 07 Replace fuel facilities & tanks Jan 07 Replace 3 trolleys & 5 paratransit vehicles Aug 06 Complete EA & costing of Whiting street-car extension Dec 06 Complete Netp@rk transit center Apr 07 Complete TBC transit center Nov 07 Complete Northwest transit center Nov 07

Increase System Travel Speed

Expand Express Svc in unincorporated Hillsborough County Jan/Jul 06 Bus stop evaluation & realignment Begin 01/06 Complete detailed evaluation of Florida Ave & Hillsborough Ave Transit Emphasis Corridors Sep 06 Encourage testing of highway bus shoulder operations & HOV-HOT lanes Ongoing Implement signal priority program Jul 07

Ten Year Community Vision Plan

Expand County service 10%/3 yrs 40%/10 yrs Establish high level Technical/Professional Working Group Ongoing Hold Community Meetings Oct 05/Feb 06 Incremental fare adjustments every 2 years Begin 01/06 Final Report Jun 06

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TRANSIT SERVICE

Service Overview Each weekday HART transports approximately 36,000 passengers on the 48 fixed routes as well as 180 passengers on the paratransit system.

Current Transit System

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Services, transit infrastructure, and coordination provided by HART include the following:

Services • Transfer Centers Fixed Route - Britton Plaza • 28 Local routes - Westshore Plaza • 11 Express routes - Hanley Waters Plaza • 9 Connector routes - Tampa Bay Center • 4 Limited Express routes - Netp@rk

• 100 percent wheelchair/bicycle - Yukon accessible buses and vans - Westfield Shoppingtown – Paratransit Brandon and Citrus Park

• Door-to-door van services for - University Mall disabled persons • Marion Street Transit Parkway Streetcar • Ybor Station • Streetcar service operated and • Southern Transportation Plaza maintained under contract to Tampa • 4,400 bus stops Historic Streetcar, Inc. (THS) • 249 passenger shelters Flexible Service Partnerships • 7 Flex routes (effective Spring 2007) • Support and vans for Events Management vanpool program operated • Transportation services to by Bay Area Commuter special events to reduce Services (BACS) congestion and alleviate • University Transit Pass (U- parking demand Pass) Program for students Network and staff of University of Customer Service South Florida • Travel training for • Partners with the City of customers Tampa, City of Temple • Staffed customer information Terrace and Hillsborough centers, telephone service and County in constructing web site sidewalks near bus stops • TDD service for the hearing • Coordination with the impaired Hillsborough County Facilities Transportation • 21 st Avenue Operations and Disadvantaged Maintenance Facility Coordinating Board • 20 park-and-ride lots • HART/Pinellas Suncoast • Transit centers: Transit Authority inter- - Marion Transit Center county “ Passport ” - University Area Transit Center

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RIDERSHIP TRENDS

Increasing ridership is the central goal of all transit agencies. The implementation of a number of programs and improvements are contributing to ridership increases being experienced on all of HART’s services this year. This section reports on specific trends that have been experienced in fiscal year 2006.

Fixed Route Service – Total Transit Monthly Ridership FY 2005 Through September of fiscal year 2006, & FY 2006 total bus ridership averaged 891,468 1,200,000 boardings a month, representing a 6.54 1,000,000 percent increase from the comparable 800,000 period in 2005. 600,000 400,000 200,000 Rides per Month 0

r. . c. p e Feb Oct. D A June Aug FY 2005 FY 2006

Bicycles on Buses # of Bicycle Boardings All HART buses are equipped with front- FY 2005 & FY 2006 mounted bike racks. This enables FY 2005 FY 2006 passengers to bike between their bus stop 25,000 and their destination. Equipping all of the 20,000 buses in the fleet with bike racks has 15,000 contributed to the steady growth in usage 10,000 of the bike racks. 5,000 0 Through September 2006, bicycle boardings on buses averaged 17,087 per Oct. Feb Apr. month, representing a 56.49 percent Dec. June Aug. increase from the comparable period in fiscal year 2005.

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Wheelchair Boardings # of Wheelchair Boardings All of HART’s revenue vehicles are fully FY 2005 FY 2005 & FY 2006 FY 2006 accessible to wheelchair patrons. The 4,500 provision of lifts on the fixed route 4,000 vehicles enables passengers with mobility 3,500 limitations to use the fixed route service 3,000 instead of being limited to the paratransit 2,500 2,000 service, and now the new buses have 1,500 ramps which are more dependable and 1,000 allow faster boarding. Use of HART 500 fixed route vehicles by patrons in 0 . wheelchairs continues to grow. Through v. r. r. y ly g. Oct. ept. September of fiscal year 2006, wheelchair No Dec. Jan Feb. Ma Ap Ma June Ju Au S boardings on the fixed route buses averaged 3,335 per month, representing an 18.14 percent increase from the comparable period in fiscal year 2005.

U-Pass Program # of U-Pass Boardings The U-Pass is a cooperative effort FY 2005 & FY 2006 FY 2005 FY 2006 between University of South Florida 45,000 (USF) and HART. USF facility, staff 40,000 35,000 and students ride free on HART buses, 30,000 with USF reimbursing HART for rides at 25,000 the established contract amount of 50 ¢ a 20,000 15,000 ride. The U-Pass program has been very 10,000 successful since its inception. A new 5,000 contract has been implemented with USF 0 . . . n ar limiting the qualified pass users and new Oct. ec. Feb ept Nov. D Ja M Apr. May June July Aug. S measures have been implemented in cooperation with USF to limit abuse of the program. Although ridership through September of fiscal year 2006 is down by 24.5 percent from the comparable period in 2005, revenues are comparable to the same period as 2005.

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TRANSIT FLEET

Average Age of Fixed Route Bus Fleet FY 2003 - FY 2007 In the transit industry, the fleet includes Years 8 revenue rolling stock (buses, vans and rail 7 7 5.8 5.4 cars), as well as cars and trucks that are 6 5 5.2 required as support vehicles. HART 5 4 currently owns all these types of vehicles. 3 There has been considerable progress in bus 2 fleet renewal over the last few years. Nine 1 0 replacement trolley buses, four large FY 2003 FY 2004 FY 2005 FY 2006 FY 2007 expansion cutaways and nine small expansion cutaways are scheduled for delivery in fiscal year 2007, which should lower the average age of the bus fleet.

Buses and Vans Acquisition of revenue rolling stock is a key feature in the delivery of public transit. HART continues to make bus purchases to replace vehicles as they reach their useful life. In 2003, the average age of HART’s buses was 7.2 years; the average age in 2006 is 5.8 years.

HART’s goal is to reach and maintain an average vehicle life of about 5.5 years, which has been achieved. Each fleet type has a different average life span. The standard for a large or small heavy duty bus is 12 years, small medium duty bus is 7 years and a van is 5 years or less based on mileage.

ADA Vans for Paratransit Services HART owns 28 vans for HART operated transit service and 24 of these vans are reserved for paratransit services to disabled persons with the balance used for fixed route connector service. Operated in compliance with the Americans with Disabilities Act (ADA), the paratransit program provides door-to-door service for persons with disabilities who cannot use transit. ADA vans are expected to last for 100,000 miles. Two paratransit expansion vans are scheduled for delivery in fiscal 2007.

Vans for Vanpools HART owns 34 vanpool vans managed by the Bay Area Commuter Services. Vans are expected to last 100,000 miles before they are replaced.

Support Vehicles HART has a fleet of 55 staff cars for road supervisors, engineers, transit planners, marketing, and driver relief. In addition, HART has a fleet of 24 maintenance vehicles.

Historic Electric Streetcars HART has nine historic replica streetcars for the TECO Line Streetcar System. Designed to HART’s specifications, the cars closely resemble the double-truck Birney cars operated in Tampa during the

Hillsborough Transit Authority 44 FY 2007 & FY 2008 Budgets Adopted 9/25/2006 heyday of streetcar service. Each vehicle is approximately 46 feet long and 8 feet 6 inches wide. The vehicles are steel-framed with double four-wheeled trucks and four 25-hp GE traction motors mounted on Peter Witt-style trucks from the ATM Company of Milan, Italy. The streetcars operate on 600 volts of direct current provided by an overhead power distribution system. Each vehicle weighs approximately 48,000 pounds and has a maximum operating speed of 30 mph. The capacity of each vehicle is 44 seated; with space for 40 additional standing passengers. The streetcars were placed in service in October 2002.

A tenth car, which is a Gomaco replica breezer streetcar, was received in late 2004.

FINANCIAL SITUATION

Background HART must operate within a balanced budget. Operation of the transit system is financed primarily by ad valorem revenue and passenger fares, which combined, compose approximately 85 percent of revenues. The remaining balance comes from federal, state and local grants and/or special operating assistance. Over the years, demand for services has grown faster than revenue sources.

2006 and 2007 Budget Strategies

Comprehensive Operations Analysis (COA) In 2006, staff has implemented Phase III of the COA concentrating on express service enhancement paid for through a combination of reinvestment of savings from reorganization and investment of new ad valorem revenues into enhanced bus service as well as some local funding from the City of Tampa. Additional peak hour service was also added on Route 39 Busch Boulevard. The new express service and improved peak hour frequency on Route 39 Busch Boulevard have been well received.

Move to Two Year Budget Cycle At the May 16, 2005 Finance Committee meeting, staff recommended moving to a two year budget cycle as has been done by Hillsborough County for several years now. This budget presents staff recommendations for the fiscal 2007 adopted budget and fiscal 2008 planned budget.

Reduce or Eliminate Reliance on Funding from other Local Government Agencies The budget was started in fiscal 2006 with the objective of eliminating as much local funding as could be absorbed through growth in fare revenue and ad valorem taxes. Formal budget requests last year to the City of Tampa and Hillsborough County included new service which HART could not otherwise implement until some time in the future and gave them the opportunity to implement those services earlier through essentially a service demonstration grant. The County declined supporting any new service but did include HART’s request for signalization at the Northwest Transit Center in their proposed budget for 2006. The City of Tampa is funding express service to New Tampa and continued contributing to the recently introduced Route 98 In-Town Trolley Hyde Park connector. In 2007, HART is requesting the City of Tampa continue support of Route 98 In-Town Trolley Hyde Park connector and the New Tampa express. Operating assistance is being requested from

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Hillsborough County in fiscal 2007 in the amount of $750,000. HART will be funding flexible service improvements beginning in April 2007 in the unincorporated area of Hillsborough County as well as the purchase of buses for new service. Both governments continue to pass through HART’s portion of impact fees.

Increase Revenues The HART Board of Directors has directed the staff to review the fare structure every two years thus allowing the Board the opportunity the option to make periodic adjustment to keep up with inflation. Fiscal year 2006 is an increase year and the new fare policy was implemented in January.

Other Budget Assumptions In the fiscal year 2007 adopted budget, ad valorem revenues are increased 21.90 percent over 2006. Funding is included from the City of Tampa and Hillsborough County, including impact fees. There will be revenue from a variety of federal and state grants and through the contract with Tampa Historic Streetcar, Inc. for streetcar operation.

Labor contracts are in place. The Amalgamated Transit Union contract runs through September 30, 2006 and negotiations began this summer. The Teamster contract runs through September 30, 2007. The salaries and fringes budget assumes step increases and performance incentives for employees. The 2007 budget includes 40 new positions.

Fuel futures contracts were locked in for fiscal 2006. Due to continuing challenges with the price of fuel, fuel contracts are locked into for October 2006 through February 2007. HART currently locks in fuel priced by purchasing fuel futures which is typically much cheaper than buying at the rack price. HART awarded a new fuel delivery contract in September 2006 with an effective date beginning November 1, 2006. Fuel will be monitored daily until contracts are purchased for the remainder of fiscal 2007.

The streetcar budget reflects the fiscal year 2007 budget that was adopted by Tampa Historic Streetcar, Inc. (THS), who is the contractor for the service. The 2007 budget is increased 17.2% to cover increased expenses. HART is providing this service through a contract with THS under which HART is reimbursed for its operating costs. An allocation of $200,000 in federal grant revenue will be used for streetcar maintenance in fiscal year 2007, which is consistent with the amount of additional federal block grant funding generated in the federal funding formulas. In addition, $100,000 in State revenue will be allocated to be used for streetcar operating assistance also consistent with the additional State block grant funding generated in the State funding formula.

FY 2007 Capital Budget

The focus of the FY 2007 capital budget is to:

Update the fleet and purchase additional vehicles to accommodate the service expansion Modernize and upgrade the operations and maintenance facility Improve service reliability and speed Enhance the passenger experience

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The specific capital projects in the budget include:

Fleet Acquisition – Buses, paratransit vans, fixed route vans and mini buses are purchased to replace buses that have reached the end of their useful life and provide additional vehicles for service expansion. Four buses are replacement vehicles and five buses are for service expansion. In addition, supervisor and support vehicles are purchased to replace vehicles that have reached the end of their useful life.

Fareboxes - Funds will be used to upgrade the fixed route fareboxes to enhance the collection and tracking of passenger fares.

Basic Transit Infrastructure – Shelters, bus bays, sidewalk sections and other accessibility improvements are constructed throughout the system. These improvements are important to enable passengers to access bus stops and provide amenities, including shelters and benches. The funding will be used for the design and construction of bus bays, shelters, sidewalk connectivity and accessibility improvements. At some sites, off-the-shelf shelters will be purchased to reduce costs.

Intelligent Transportation Systems and Technology - Technology projects include new computers and software.

Transit Centers – Transit centers provide passengers who are transferring between routes with a comfortable, convenient and secure facility. Funds will be used for the construction of the Northwest Transit Center, which is located at Sheldon Road and Waters Avenue in northwest Hillsborough County.

Operations and Maintenance Facilities –Improvements to HART’s bus operations and maintenance facility at 21 st Avenue to modernize and upgrade the facility. Funds would be used for renovations to upgrade offices, the maintenance area and accommodate the new ITS project. The improvements are being preceded by facility programming and design activities.

Security Projects –Funds are used for the implementation of security enhancements to HART facilities.

Transit Emphasis Corridors - Physical improvements along bus routes identified as ‘transit emphasis corridors’. The improvements will include traffic signal priority systems and ‘superstops’ with passenger amenities. The improvements will be preceded by design and engineering efforts and coordination with local and state transportation representatives. The improvements are targeted for two corridors: the Florida Avenue/Fletcher Ave corridor and Hillsborough Avenue.

Park and Ride Facilities – Park and Ride facilities enable residents who do not live near a bus route to access transit. People in carpool and vanpool groups also use these facilities. The funding will be used for lease, maintenance and/or renovation activities.

Vanpool Program –Vans are purchased for the vanpool program operated by Bay Area Commuter Services (BACS). This program enables commuter groups to ride together, using vans provided by

Hillsborough Transit Authority 47 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

BACS. There are currently 34 vans in this program, with four expansion vans on order and six expansion vans programmed for fiscal 2007. The vanpool program is a cost effective alternative to serving many parts of the county that are difficult to serve with fixed route service.

Streetcar Projects - Funds are programmed for construction activities associated with the potential extension of the streetcar from Southern Transportation Plaza to the vicinity of Whiting Street – Phase IIA. This proposed extension is presently under review, with an environmental analysis scheduled to be underway in late FY 2006. The construction is dependent upon satisfaction of the federal environmental requirements, and HART Board approval of the project and the funding program. These funds are federal Congestion Mitigation and Air Quality funds which were previously programmed to the project by the Hillsborough County Metropolitan Planning Organization.

Fixed guideway funds are programmed for improvements to the streetcar to ensure the continued safe operation of the system. These funds are federal fixed guideway modernization funds which are restricted to projects on fixed guideways.

Hillsborough Transit Authority 48 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FISCAL YEAR 2007 BUDGET ADOPTION TIME TABLE

May-August Budget workshops held with full Board or Finance Committee meetings.

May 15 Proposed Fiscal Years 2007 and 2008 Operating, Planning and Capital Budget submitted to Board.

July 1 Tax roll is certified by Property Appraiser.

Late July Within thirty-five (35) days of certification of tax roll, HART advises Property Appraiser of proposed millage rate, the rolled back millage rate and date, time and place of a public hearing to consider proposed millage rate and tentative budget.

September 11 First public hearing will be held on the proposed budget and millage. At this hearing, the Board must adopt a tentative millage and budget; therefore, a quorum of the Board must be present.

Within fifteen (15) days after the first public hearing, HART must advertise its intent to finally adopt the millage rate and budget.

September 25 Final public hearing will be held. At the completion of this public hearing, the Board must adopt a final budget and adopt a resolution setting the millage rate. A quorum of the Board must be present at this hearing.

Mid-October Within thirty (30) days following adoption of its millage and budget resolutions, HART must certify that it has complied with the provisions of Chapter 200, Florida Statutes, to the Division of Ad Valorem Tax, Department of Revenue.

ADOPTED SUMMARY BUDGET ALL MODES

HART’s revenue stream comes from a variety of funding sources. Ad valorem taxes and system generated revenue (fares, advertising, etc.) can be used for operating and/or capital expenditures. Other sources of revenue come in the form of operating assistance or capital grants and can only be used as specified within the funding agreement from the grantor. The chart below identifies the total funding used to prepare the fiscal 2007 budget, the sources and distribution among all modes.

Hillsborough Transit Authority 49 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FISCAL YEAR 2007 ADOPTED SUMMARY BUDGET ALL MODES

Operating Budget Bus Paratransit Streetcar Total Revenues System Revenue $11,978,270 $180,000 $0 $12,158,270 Ad Valorem Tax Revenue 36,511,240 0 0 36,511,240 Ad Valorem Transfer To Paratransit & Capital Budgets (1,744,970) 1,624,630 0 (120,340) Federal 3,333,680 820,000 200,000 4,353,680 State 3,644,500 19,500 100,000 3,764,000 City of Tampa 339,000 0 0 339,000 Hillsborough County 394,530 0 0 394,530 Westshore Alliance 15,000 0 0 15,000 Private Sector 45,000 0 0 45,000 THS Historic Streetcar, Inc. 0 0 1,904,680 1,904,680 Total Operating Revenue $54,516,250 $2,644,130 $2,204,680 $59,365,060

Appropriations Salaries & Fringes $33,334,400 $2,244,630 $0 $35,579,030 Self Insured Worker's Compensation Expense 860,180 0 0 860,180 Fuel and Oil 6,295,350 301,100 0 6,596,450 Flex Service 917,280 0 0 917,280 Streetcar Base Service 0 0 1,786,550 1,786,550 Operational Contract Service 1,330,180 28,300 82,330 1,440,810 Administrative Contract Service 712,030 0 0 712,030 Parts and Supplies 2,959,300 46,200 162,000 3,167,500 Insurance Premiums & Actuarial Study 489,000 0 0 489,000 Self Insured Liability Expense 1,711,470 0 0 1,711,470 Utilities 664,200 400 173,800 838,400 Public Relations 804,500 0 0 804,500 Planning Studies 800,000 0 0 800,000 Other Operating Expenses 1,843,790 23,500 0 1,867,290 13 (C) Back Pension Payment 122,000 0 0 122,000 Total Operating Appropriations $52,843,680 $2,644,130 $2,204,680 $57,692,490

Reserves Transfer to Operating Reserve $882,820 $0 $0 $882,820 Transfer to Operating Reserve for Medical Insurance 179,750 179,750 Transfer to Self Insurance Liability Reserve 370,000 0 0 370,000 Transfer to Self Insurance Workers' Comp Reserve 240,000 0 0 240,000 Total Operating Reserves $1,672,570 $0 $0 $1,672,570

Total Operating Appropriations & Reserves $54,516,250 $2,644,130 $2,204,680 $59,365,060

Depreciation Expense $8,324,700 $0 $0 $8,324,700

Capital Projects Budget Revenues Federal $10,999,590 $0 $1,000,000 $11,999,590 Fixed Guideway 0 0 130,690 130,690 State 200,000 0 0 200,000 HART 120,340 0 0 120,340 Hillsborough County 592,620 0 0 592,620 City of Tampa 84,420 0 0 84,420 Total Revenue $11,996,970 $0 $1,130,690 $13,127,660

Appropriations Fleet Acquisition $3,706,920 $0 $0 $3,706,920 Fareboxes 1,500,000 0 0 1,500,000 Basic Transit Infrastructure 1,192,960 0 0 1,192,960 Intelligent Transportation Systems and Technology 442,000 0 0 442,000 Transit Centers 1,665,800 0 0 1,665,800 Operations and Maintenance Facilities 750,000 0 0 750,000 Security Projects 90,300 0 0 90,300 Transit Emphasis Corridors 2,002,670 0 0 2,002,670 Park and Ride Facilities 450,000 0 0 450,000 Vanpool Program 196,320 0 0 196,320 Streetcar Rail and Vehicle Enhancement 0 0 130,690 130,690 Streetcar Construction Phase IIA 0 0 1,000,000 1,000,000 Total Appropriations $11,996,970 $0 $1,130,690 $13,127,660 Total Adopted Operating and Capital Budget $66,513,220 $2,644,130 $3,335,370 $72,492,720

Hillsborough Transit Authority 50 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FISCAL YEAR 2008 PLANNED SUMMARY BUDGET ALL MODES OPERATING BUDGET Bus Paratransit Streetcar Total Revenues System Revenue $12,669,890 $197,700 $0 $12,867,590 Ad Valorem Tax Revenue 39,114,490 0 0 39,114,490 Ad Valorem Transfer To Paratransit & Capital Budgets (1,985,610) 1,711,840 0 (273,770) Federal 2,944,600 825,100 200,000 3,969,700 State 3,415,730 0 100,000 3,515,730 City of Tampa 339,000 0 0 339,000 THS Historic Streetcar, Inc. 0 0 2,005,440 2,005,440 Total Operating Revenue $56,498,100 $2,734,640 $2,305,440 $61,538,180

Appropriations Salaries & Fringes $34,533,110 $2,305,570 $0 $36,838,680 Self Insured Worker's Compensation Expense 975,690 0 0 975,690 Fuel and Oil 6,916,760 322,160 0 7,238,920 Flex Service 944,800 0 0 944,800 Streetcar Base Service 0 0 1,864,180 1,864,180 Operational Contract Service 1,489,200 29,710 84,060 1,602,970 Administrative Contract Service 714,060 0 0 714,060 Parts and Supplies 3,224,480 52,600 169,500 3,446,580 Insurance Premiums & Actuarial Study 503,000 0 0 503,000 Self Insured Liability Expense 1,826,820 0 0 1,826,820 Utilities 996,240 400 187,700 1,184,340 Public Relations 861,300 0 0 861,300 Planning Studies 200,000 0 0 200,000 Other Operating Expenses 1,914,330 24,200 0 1,938,530 13 (C) Back Pension Payment 120,000 0 0 120,000 Total Operating Appropriations $55,219,790 $2,734,640 $2,305,440 $60,259,870

Budget Reserves Transfer to Operating Reserve $667,310 $0 $0 $667,310 Transfer to Self Insurance General Liability Reserve 370,000 0 0 370,000 Transfer to Self Insurance Workers' Compensation Reserve 241,000 0 0 241,000 Total Operating Reserves $1,278,310 $0 $0 $1,278,310

Total Operating Appropriations & Reserves $56,498,100 $2,734,640 $2,305,440 $61,538,180

Depreciation Expense $11,000,000 $0 $0 $11,000,000

CAPITAL PROJECTS BUDGET Revenues Federal $11,126,360 $0 $1,400,000 $12,526,360 Fixed Guideway 0 0 130,690 130,690 State 255,000 0 0 255,000 HART 273,770 0 0 273,770 Hillsborough County 96,810 0 0 96,810 City of Tampa 84,420 0 0 84,420 Total Revenue $11,836,360 $0 $1,530,690 $13,367,050

Appropriations Fleet Acquisition $4,536,040 $0 $0 $4,536,040 Bus Major Components 1,185,000 0 0 1,185,000 Fareboxes 1,000,000 0 0 1,000,000 Basic Transit Infrastructure 1,100,000 0 0 1,100,000 Intelligent Transportation Systems and Technology 400,000 0 0 400,000 Operations and Maintenance Facilities 2,440,000 0 0 2,440,000 Security Projects 90,300 0 0 90,300 Transit Emphasis Corridors 680,020 0 0 680,020 Park and Ride Facilities 160,000 0 0 160,000 Vanpool Program 245,000 0 0 245,000 Streetcar Rail and Vehicle Enhancement 0 0 130,690 130,690 Streetcar Construction Phase IIA 0 0 1,400,000 1,400,000 Total Appropriations $11,836,360 $0 $1,530,690 $13,367,050

Total Planned Operating and Capital Budget $68,334,460 $2,734,660 3,836,130 $74,905,230

Hillsborough Transit Authority 51 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

0.54% 5.03% 0.47% 0.02% et Revenue, $1,624,630, 2.24% $1,624,630, Revenue, Bus Operating Hillsborough County, $394,530, $394,530, County, Hillsborough Operating Bus $19,500, 0.03% $19,500, Bus Operating State Revenue, $3,644,500, $3,644,500, State Revenue, Operating Bus $820,000, 1.13% $820,000, Bus Operating Private Sector, $45,000, 0.06% $45,000, Sector, Private Operating Bus Paratransit Operating Ad Valorem Tax Tax Valorem Ad Paratransit Operating Bus Operating City of Tampa, $339,000, $339,000, Tampa, of City Operating Bus $180,000, 0.25% $180,000, Bus Operating Westshore Alliance, $15,000, $15,000, Alliance, Westshore Operating Bus Inc., $1,904,680, 2.63% $1,904,680, Inc., Paratransit Operating Local Revenue, Revenue, Local Paratransit Operating Paratransit Operating Federal Revenue, Revenue, Federal Paratransit Operating $200,000, 0.28% $200,000, Paratransit Operating System Revenue, Revenue, System Paratransit Operating Streetcar Operating Tampa Historic Streetcar, Historic Tampa Streetcar Operating Streetcar Operating Federal Revenue, Revenue, Federal Streetcar Operating 4.60% 0.14% Bus Operating Federal Revenue, $3,333,680, $3,333,680, Revenue, Federal Operating Bus Streetcar Operating State Revenue, $100,000, $100,000, State Revenue, Streetcar Operating 15.17% $34,766,270, 47.96% $34,766,270, Bus Capital Federal Revenue, $10,999,590, $10,999,590, Revenue, Federal Capital Bus Bus Operating Ad Valorem Tax Revenue, Revenue, Tax Valorem Ad Operating Bus HART 2007 Total Revenues As a Percent of Total Budg ofTotal HARTaPercent 2007 As Revenues Total $120,340, 0.17% $120,340, 0.82% 16.52% $1,130,690, 1.56% $1,130,690, Bus Capital State Revenue, $200,000, 0.28% $200,000, State Revenue, Capital Bus Bus Capital HART - Ad Valorem Taxes, Taxes, HART - Valorem Ad Capital Bus Streetcar Capital Federal Revenue, Revenue, Federal Streetcar Capital Bus Capital City of Tampa, $84,420, 0.12% $84,420, Tampa, of City Capital Bus Bus Capital Hillsborough County, $592,620, $592,620, County, Hillsborough Capital Bus Bus Operating System Revenue, $11,978,270, $11,978,270, Revenue, System Operating Bus

Hillsborough Transit Authority 52 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART SUMMARY AS A PERCENT OF REVENUE AND APPROPRIATIONS FY06 FY07 FY08 AMENDED % ADOPTED % PLANNED % BUDGET TOTAL BUDGET TOTAL BUDGET TOTAL REVENUES BUS OPERATIONS System Revenue $11,054,495 16.62% $11,978,270 16.52% $12,669,890 16.91% Ad Valorem Tax Revenue 28,554,716 42.92% 34,766,270 47.96% 37,128,880 49.57% Federal Revenue 3,540,068 5.32% 3,333,680 4.60% 2,944,600 3.93% State Revenue 3,397,901 5.11% 3,644,500 5.03% 3,415,730 4.56% City of Tampa 339,000 0.51% 339,000 0.47% 339,000 0.45% Hillsborough County 0 0.00% 394,530 0.54% 0 0.00% Westshore Alliance 0 0.00% 15,000 0.02% 0 0.00% Private Sector 45,000 0.07% 45,000 0.06% 0 0.00% Total Bus Operations $46,931,180 70.54% $54,516,250 75.20% $56,498,100 75.43%

STREETCAR CAPITAL Federal Revenue $1,122,170 1.69% $1,130,690 1.56% $1,530,690 2.04% Total Streetcar Capital $1,122,170 1.69% $1,130,690 1.56% $1,530,690 2.04%

TOTAL REVENUES $66,531,588 100.00% $72,492,720 100.00% $74,905,230 100.00%

Hillsborough Transit Authority 53 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART SUMMARY AS A PERCENT OF REVENUE AND APPROPRIATIONS FY06 FY07 FY08 AMENDED % ADOPTED % PLANNED % BUDGET TOTAL BUDGET TOTAL BUDGET TOTAL Planning Studies 240,000 0.36% 800,000 1.10% 200,000 0.27% Other Operating Expenses 1,832,920 2.75% 1,843,790 2.54% 1,914,330 2.56% 13 (C) Back Pension Payment 130,000 0.20% 122,000 0.17% 120,000 0.16% Reserve 996,991 1.50% 882,820 1.22% 667,310 0.89% Reserve for Medical Insurance 0 0.00% 179,750 0.25% 0 0.00% Transfer to Self Insured General Liability Reserve 230,000 0.35% 370,000 0.51% 370,000 0.49% Transfer to Self Insured Workers' Compensation Reserve 247,000 0.37% 240,000 0.33% 241,000 0.32% Total Bus Operations Appropriations & Reserves $46,931,180 70.54% $54,516,250 75.20% $56,498,100 75.43%

TOTAL APPROPRIATIONS $66,531,588 100.00% $72,492,720 100.00% $74,905,230 100.00%

Depreciation Expense $8,000,000 $8,324,800 $11,000,000

Hillsborough Transit Authority 54 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART BUS SERVICE

Hillsborough Transit Authority 55 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART BUS TRENDS AND STATISTICS

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY BUS MODE STATISTICS FOR THE FISCAL YEARS 2003 - 2008 FY 2006 FY 2007 FY 2008 FY 2003 FY 2004 FY 2005 AMENDED ADOPTED PLANNED STATISTICS ACTUAL ACTUAL ACTUAL BUDGET BUDGET BUDGET Total Scheduled Bus Miles 7,032,594 7,134,674 7,463,092 7,673,839 8,259,683 8,472,900 Revenue Bus Miles 6,236,420 6,391,237 6,716,198 6,875,565 7,477,357 7,688,627 Total Passengers (from GFI) 8,205,718 8,881,741 10,040,492 10,697,621 11,145,196 11,368,099 Total Passenger Revenue $6,645,771 $7,390,000 $8,453,598 $9,260,135 $10,119,770 $10,726,970 Total System Generated Revenue $7,500,415 $8,102,000 $9,723,888 $11,054,495 $11,978,270 $12,669,890 Total Operating Expenses $30,911,041 $35,182,900 $41,787,008 $45,457,189 $52,843,680 $55,219,790 Total Operating Subsidy $23,410,626 $27,080,900 $32,063,120 $34,402,694 $40,865,410 $42,549,900

RATIOS Operating Cost Per Total Bus Mile $4.40 $4.93 $5.60 $5.92 $6.40 $6.52 Operating Cost Per Revenue Bus Mile $4.96 $5.50 $6.22 $6.61 $7.07 $7.18 Passengers Per Revenue Bus Mile 1.32 1.39 1.49 1.56 1.49 1.48 Operating Cost Per Passenger $3.77 $3.96 $4.16 $4.25 $4.74 $4.86 Operating Subsidy Per Passenger $2.85 $3.05 $3.19 $3.22 $3.67 $3.74 Average Passenger Fare $0.81 $0.83 $0.84 $0.87 $0.91 $0.94 Percentage of Operating Cost Recovered from Passenger Revenues 21.5% 21.0% 20.2% 20.4% 19.2% 19.4% Percentage of Operating Cost Recovered from all Operating Revenues 24.3% 23.0% 23.3% 24.3% 22.7% 22.9%

Note: To conform to the new financial presentation format adopted in 2005, 2003, and 2004 are restatements Mileage and Expense figures for 2007 include approved service adjustments Expense for 2007 includes Flex Service of $917,280

Hillsborough Transit Authority 56 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FISCAL YEAR 2007 BUDGET

BUS SERVICE REVENUE AND APPROPRIATIONS ASSUMPTIONS

Revenues

HART 2007 Bus Operating Revenues

Ad Valorem Tax Revenue 63.77%

Other System Revenue 3.41%

FTA Revenue Passenger Fares 6.12% 18.56% Westshore Alliance City of Tampa 0.03% 0.62%

Private Sector Hillsborough County State Revenue 0.08% 0.72% 6.69%

Hillsborough Transit Authority 57 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

1. Passenger Fares Revenue budgeted for fiscal year 2007 assumes a 9.28 percent increase which includes standard growth and the fully annualized revenues generated by the fare increase approved by the Board in September 2005 and implemented in January 2006. This increase also reflects projected ridership for new and enhanced services in November 2006 and April 2007. Ridership increased 6.6% in fiscal 2006 over fiscal 2005 and is expected to increase 6.3% in fiscal 2007 over fiscal 2006. The following chart details HART’s transit fares, as currently approved by the HART Board.

Local Routes Fare Price Cash Fare $1.50 Discounted Cash Fare $.75 Connector Cash Fare $.50 1-Day Local Unlimited Ride $3.25 1-Day Discount Unlimited Ride $1.60 20-Ride Local $30.00 20-Ride Discount Local $15.00 31-Day Local Unlimited Ride $50.00 31-Day Discount Local Unlimited Ride $25.00 31-Day In-Town Trolley Unlimited Ride (Routes 96,98) $5.00 31-Day Connector (all Connector Routes) - Effective 11/19/06 $10.00 31-Day Discount Connector (all Connector Routes) - Effective 11/19/06 $5.00 3-Day Visitor $9.75 3-Day Visitor/Group (Bulk purchase of 200 or more) $8.00 Express Routes Express Cash Fare $2.50 One-Way Discount Express Cash Fare – Effective 11/19/06 $1.25 1-Day Premium Express Unlimited Ride $6.00 20-Ride Discount Express Local – Effective 11/19/06 $25.00 31-Day Express Unlimited Ride $80.00 31-Day Discount Express Unlimited Ride – Effective 11/19/06 $40.00 HART/PSTA Passport (Intercounty Pass) $85.00 Paratransit Fares Simple – One Bus $2.60 Complex – Two Buses $3.90 Most Complex – Three or More Buses $5.20 HART Access Card $52.00 HART Access Card combination of rides $30.00

2. Charter Revenues can be generated when HART becomes a subcontractor for a private charter company. Federal law prohibits transit authorities from directly competing with charter companies. However should such a company need additional capacity or specialized equipment (i.e., wheelchair lift equipped accessible buses) to provide a charter, it can subcontract the work to the transit authority. Revenue from this type of service is, therefore, difficult to predict and has no budget amount for fiscal year 2007. These revenues are immaterial to the overall budget. The charter rate for 2007 is $90 per hour with a minimum of three hours, and includes an escalator fee for fuel of $1.00 per hour for each 10% increase in the cost of fuel over $2.50 per gallon. The special service rate is $60.00 per hour with a one-day service (eight hours) minimum and includes the same escalator fee for fuel.

Hillsborough Transit Authority 58 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

3. Other System Generated Revenue includes funds generated from interior and exterior bus advertising as prescribed by contract, interest income on investments, and other minor miscellaneous revenues.

4. Ad Valorem Tax revenue of $36,511,240 assumes an 21.90 percent increase in fiscal 2007 over fiscal year 2006 budget total of $29,951,000 based on information received from the Hillsborough County Tax Collector’s office. HART is required by law to budget a minimum of 95 percent of the projected receipts from the gross tax role. This budget assumes HART will receive a net of 95 percent of the estimated receipts (after fees are deducted) at a millage rate of 0.50, which is the maximum millage rate available to HART.

5. Ad Valorem Transfers to Paratransit and Capital Budgets is the amount of local funds transferred as revenue to the Capital and Paratransit funds.

6. FTA Revenue includes funding for the office leases, planning studies, project administration, mode shift promotions, preventive maintenance and tire lease.

7. State Revenue includes Florida Department of Transportation (FDOT) Block Grant funds and other State funds for service development projects.

8. City of Tampa includes $339,000 to assist with the Route 98 - In-Town Trolley Hyde Park connector service.

9. Hillsborough Count y funding of $750,000 includes $394,530 to assist with the Flex Service scheduled for implementation in April 2007.

10. Westshore Alliance includes $15,000 to assist with new Westshore Lunchtime Shuttle between Westshore Plaza and International Plaza.

11. Private Subsidy includes $45,000 from Hyde Park merchants for connector service in fiscal year 2007.

Hillsborough Transit Authority 59 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

Appropriations

HART 2007 Bus Operating Appropriations

Salaries & Fringes 63.08%

Self Insured Workers' Compensation 1.63% 13 (C) Back Pension Payment Fuel & Oil 0.23% 11.91%

Other Operating Flex Service 3.49% 1.74% Operational Contract Planning Studies Service 1.51% 2.52%

Marketing & Administrative Promotion Utilities Contract Service 1.52% 1.26% Insurance Premiums 1.35% & Acturial Study Parts & Supplies Self Insured Liability 0.93% 5.60% 3.24%

Hillsborough Transit Authority 60 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

1. Salaries and Fringes assumes all budgeted positions are filled throughout the fiscal year and includes longevity, step, and performance incentives for both bargaining units as prescribed by their respective contracts, as well as, merit and performance incentives for non-bargaining employees. The percent of overtime to total salaries and fringes in fiscal 2006 is 12.5%, in fiscal 2007 is 6.81%, and in fiscal 2008 is 6.58%.

The fiscal 2007 budget includes thirty-two new positions in the Bus Division Budget, one new position in Human Resources and seven new positions in the Paratransit division. The Paratransit positions can be found in the Paratransit Budget section of this document.

2. Self Insured Workers' Compensation line includes costs for workers' compensation benefit claims.

3. Fuel and Oil includes diesel, gasoline and lubricants for HART vehicles. HART purchases futures contracts for diesel fuel. Diesel fuel is budgeted at approximately $1.998 per gallon including fees in fiscal 2006 and $2.50 per gallon in fiscal 2007 due to the change to ultra low sulfur diesel. HART currently locks in fuel priced by purchasing fuel futures which is typically much cheaper than buying at the rack price. HART awarded a new fuel delivery contract in September 2006.

4. Flex Service includes the estimated cost to contract for new services beginning in April 2007.

5. Operational Contract Services includes bus, facilities, and transitway security, outside vehicle maintenance, shop equipment repairs, building and grounds maintenance, armored car service, computer and office machine maintenance, and printing services.

6. Administrative Contract Services includes auditing fees, professional services fees, pre- employment screening and drug testing fees, legal fees, employee assistance program services and legislative liaison fees.

7. Parts and Supplies includes equipment for vehicles, maintenance shop, and HART administrative offices. Repair parts for the buses and trucks, chemicals and cleaners used to clean the buses, and materials for route maintenance are also included. These costs are expected to continue to increase with general inflation and as more buses for expanded service and shelters, benches and trash cans are added to HART field facilities.

8. Insurance Premiums & Actuarial Study consists of premiums for insurance policies such as excess liability coverage, director and officer’s liability, electronic data processing policy, etc. HART is self-insured although excess insurance coverage is purchased for property, vehicle and general liability, and worker’s compensation. The remainder of self-insurance funds for liability and worker’s compensation is budgeted in separate lines. Actuarial studies are conducted annually.

9. Self Insured General Liability includes all self insurance fund costs for liability claims filed against HART and for recovery of claims HART files against other parties.

Hillsborough Transit Authority 61 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

10. Utilities include the costs of electricity, telephone, water, sewer and garbage collection for all HART facilities including transit centers. The costs of utilities for new facilities are included in 2007.

11. Public relations includes printing of bus routes schedules, advertising in print and other media, and events to help people understand transportation options.

12. Planning Studies include a transit emphasis corridor planning study, an on-board survey, a service planning study and an economic impact survey.

13. Other Operating Expenses includes the tax increment levy payment, legal and employment ads, dues and subscriptions, rentals and leases, the net diesel excise tax, licenses, permits, postage, employee development and training funds. HART employee programs include local, state and national bus and paratransit roadeo competitions for operators and mechanics, employee referral program, employee awards, system performance incentives, training classes, seminars and tuition reimbursement, weight loss clinic, and employee benefits fairs.

14. 13(C) Back Pension Payment line is for payments to the City of Tampa General Employees Pension Fund. These costs represent a reimbursement of pension benefits paid to retired employees of HART’s predecessor organization.

Hillsborough Transit Authority 62 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

SUMMARY BUDGET

$ Change % Change FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED AMENDED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET AMENDED AMENDED OPERATING BUDGET Anticipated Revenues: Passenger Fares $9,260,135 $10,119,770 $10,726,970 $859,635 9.28% Charter Revenues 6,360 0 0 (6,360) -100.00% Other System Revenue 1,788,000 1,858,500 1,942,920 113,500 3.94% Sub-Total System Revenue $11,054,495 $11,978,270 $12,669,890 923,775 8.36%

Total Operating Revenue $46,931,180 $54,516,250 $56,498,100 $7,585,070 16.16%

Reserves Reserve $996,991 $882,820 $667,310 ($114,171) -11.45% Reserve for Health Insurance 0 179,750 0 179,750 100.00% Transfer to Self Insured Liability Reserve 230,000 370,000 370,000 140,000 60.87% Transfer to Self Insured Workers' Compensation Reserve 247,000 240,000 241,000 (7,000) -2.83% Total Reserves $1,473,991 $1,672,570 $1,278,310 $198,579 13.47%

TOTAL BUS OPERATING $46,931,180 $54,516,250 $56,498,100 $7,585,070 16.16%

Depreciation Expense $8,000,000 $8,324,700 $11,000,000 $324,700 4.06%

Hillsborough Transit Authority 63 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

$ Change % Change FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED AMENDED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET AMENDED AMENDED BUS CAPITAL PROJECTS Revenues: Federal Transit Administration $5,669,387 $10,999,590 $10,826,360 $5,330,203 94.02% Surface Transportation Program 4,000,000 0 0 (4,000,000) -100.00% Transit Enhancement 500,000 0 300,000 (500,000) -100.00% State 535,063 200,000 255,000 (335,063) -62.62% HART - Ad Valorem Taxes 368,871 120,340 273,770 (248,531) -67.38% Hillsborough County 200,000 355,470 0 155,470 77.74% Impact Fees Hillsborough County 242,524 237,150 96,810 (5,374) -2.22% Impact Fees City of Tampa 82,780 84,420 84,420 1,640 1.98% Congestion Mitigation & Air Quality Funds 3,000,000 0 0 (3,000,000) -100.00% Total Capital Revenues $14,598,625 $11,996,970 $11,836,360 (2,601,655) -17.82%

Appropriations: Fleet Acquisition $3,359,112 $3,706,920 $4,536,040 $347,808 10.35% Bus Major Components 0 0 1,185,000 0 0.00% Fareboxes 0 1,500,000 1,000,000 1,500,000 100.00% Basic Transit Infrastructure 800,000 1,192,960 1,100,000 392,960 49.12% Intelligent Transportation Systems and Technology 375,000 442,000 400,000 67,000 17.87% Transit Centers 3,192,210 1,665,800 0 (1,526,410) -47.82% Operations and Maintenance Facilities 4,256,523 750,000 440,000 (3,506,523) -82.38% Operations and Maintenance Facilities - Ybor Station Build out 1,000,000 0 2,000,000 (1,000,000) -100.00% Security Projects 0 90,300 90,300 90,300 100.00% Transit Emphasis Corridors 1,205,780 2,002,670 680,020 796,890 66.09% Park and Ride Facilities 410,000 450,000 160,000 40,000 9.76% Vanpool Program 0 196,320 245,000 196,320 100.00% Total Capital Appropriations $14,598,625 $11,996,970 $11,836,360 ($2,601,655) -17.82%

Total Bus Operating and Capital Budget $61,529,805 $66,513,220 $68,334,460 $4,983,415 8.10%

Hillsborough Transit Authority 64 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

DETAIL BUS OPERATING AND CAPITAL BUDGET

$ CHANGE % CHANGE FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED AMENDED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET AMENDED AMENDED BUS OPERATING OPERATING REVENUES Passenger Fares Full Fares $2,095,569 $2,915,350 $3,090,280 $819,782 39.12% Student, Senior and Disabled Fares 742,663 1,006,020 1,066,380 263,357 35.46% Pass Revenue 6,199,660 6,031,400 6,393,290 (168,260) -2.71% Other Passes 222,243 167,000 177,020 (55,243) -24.86% Total Passenger Fares $9,260,135 $10,119,770 $10,726,970 $859,635 9.28%

Charter Revenues Charter Service $6,360 $0 $0 ($6,360) -100.00% Total Charter Service $6,360 $0 $0 ($6,360) -100.00%

Other System Generated Revenues Exterior Bus Advertising $500,000 $535,500 $556,920 $35,500 7.10% Investment Income 1,094,000 1,100,000 1,166,000 6,000 0.55% Liability Insurance Claims Recovery 100,000 100,000 100,000 0 0.00% Gain on Sale of Capital Equipment 25,000 50,000 50,000 25,000 100.00% Miscellaneous Revenues 69,000 73,000 70,000 5,000 5.80% Total Other System Generated Revenues $1,788,000 $1,858,500 $1,942,920 $70,500 3.94%

Total System Revenue $11,054,495 $11,978,270 $12,669,890 $923,775 8.36%

System Subsidy Ad Valorem Taxes $29,951,000 $36,511,240 $39,114,490 $6,560,240 21.90% Transfers to Other Funds (1,396,284) (1,744,970) (1,985,610) (348,686) 24.97% Federal Operating Assistance 3,540,068 3,333,680 2,944,600 (206,388) -5.83% State Operating Assistance 3,397,901 3,644,500 3,415,730 246,599 7.26% City of Tampa Operating Assistance 339,000 339,000 339,000 0 0.00% Hills. County Operating Assistance 0 394,530 0 394,530 100.00% Westshore Alliance 0 15,000 0 15,000 100.00% Private Sector 45,000 45,000 0 0 0.00% Total System Subsidy $35,876,685 $42,537,980 $43,828,210 $6,661,295 18.57%

TOTAL BUS OPERATING REVENUES $46,931,180 $54,516,250 $56,498,100 $7,585,070 16.16%

OPERATING APPROPRIATIONS Salaries and Fringes Salaries $19,916,450 $22,282,810 $23,123,640 $2,366,360 11.88% Temporary Help 0 37,000 37,000 37,000 100.00% Overtime 897,000 757,000 757,000 (140,000) -15.61% Social Security 1,748,000 1,925,500 1,987,000 177,500 10.15% State Pension 1,786,000 2,500,890 2,578,750 714,890 40.03% Disability Insurance 92,200 101,200 105,300 9,000 9.76% Medical Insurance 2,616,000 3,374,900 3,644,920 758,900 29.01% Life Insurance 62,400 60,700 56,000 (1,700) -2.72% Accidental Death and Dismemberment Ins. 7,550 7,800 6,800 250 3.31% Unemployment Compensation 23,000 12,500 12,500 (10,500) -45.65% Sick Leave 535,500 567,500 567,500 32,000 5.98% Holiday Pay 656,500 706,500 656,500 50,000 7.62% Annual Leave 676,000 718,000 718,000 42,000 6.21% Other Paid Absence 40,800 40,800 40,800 0 0.00% Deferred Compensation Match 191,000 187,200 187,200 (3,800) -1.99% Uniforms 148,500 166,600 166,700 18,100 12.19% Capitalized Labor (107,000) (112,500) (112,500) (5,500) 5.14% Total Salaries and Fringes $29,289,900 $33,334,400 $34,533,110 $4,044,500 13.81%

Self Insured Workers' Compensation Expenses Claims Servicing Fees $30,000 $30,000 $35,000 $0 0.00%

Hillsborough Transit Authority 65 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

$ CHANGE % CHANGE FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED AMENDED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET AMENDED AMENDED Claims Settlements 800,000 400,000 500,000 (400,000) -50.00% Legal Fees 10,000 10,000 10,000 0 0.00% Assessment Fees 90,000 95,000 100,000 5,000 5.56% Salaries & Fringes 123,000 125,180 130,690 2,180 1.77% Estimated Outstanding Claims (200,000) 200,000 200,000 400,000 -200.00% Total Workers' Compensation Fund Appropriation. $853,000 $860,180 $975,690 $7,180 0.84%

Fuel And Oil Fuel for Buses $3,800,000 $6,075,000 $6,682,500 $2,275,000 59.87% Oil and Lube for Buses 80,000 96,400 104,110 16,400 20.50% Diesel and Gasoline for Shop Use 20,000 23,000 24,150 3,000 15.00% Gasoline & Oil for Cars and Trucks 91,000 100,950 106,000 9,950 10.93% Total Fuel and Oil $3,991,000 $6,295,350 $6,916,760 $2,304,350 57.74%

Flex Service Flex Service $0 $917,280 $944,800 $917,280 100.00% Total Flex Service $0 $917,280 $944,800 $917,280 100.00%

Operational Contract Service Security Service $445,000 $370,370 $391,780 ($74,630) -16.77% Outside Bus Maintenance 50,000 52,500 55,100 2,500 5.00% Towing Charges - Mechanical 40,000 60,000 63,000 20,000 50.00% Shop Equipment Maintenance 21,000 22,000 23,000 1,000 4.76% Outside Auto & Truck Repair 78,827 20,000 21,000 (58,827) -74.63% Contracted Building & Grounds Maintenance. 270,715 281,000 293,000 10,285 3.80% Vanpool 0 66,000 75,000 66,000 100.00% Computer Software Servicing Fees 200,000 221,920 314,620 21,920 10.96% Web Hosting Services 0 21,600 24,000 21,600 100.00% Printing 108,000 108,000 115,000 0 0.00% Computer Hardware Maintenance 40,000 42,090 49,000 2,090 5.22% Office Machine Maintenance 35,000 53,300 53,300 18,300 52.29% Armored Car Services 4,100 11,400 11,400 7,300 178.05% Total Operational Contract Service $1,292,642 $1,330,180 $1,489,200 $37,538 2.90%

Administrative Contract Service Auditing Fees $150,000 $155,000 $167,000 $5,000 3.33% Professional Services (Human Resources, Public Relations, Legislative Liaison) 358,680 270,830 252,520 (87,850) -24.49% Pre-Employment Screening Fees 70,000 49,700 52,140 (20,300) -29.00% Drug Screening Fees 50,000 69,100 72,600 19,100 38.20% Immunizations 1,000 0 0 (1,000) -100.00% Employment Processing Services 4,500 4,400 5,500 (100) -2.22% Legal Fees 150,000 150,000 150,000 0 0.00% Counseling Services 12,000 13,000 14,300 1,000 8.33% Total Outside Services $796,180 $712,030 $714,060 ($84,150) -10.57%

Parts and Supplies Equipment and Supplies $220,319 $230,100 $240,400 $9,781 4.44% Tires 12,341 267,000 314,000 254,659 2063.52% Repair Parts 2,239,468 2,011,800 2,174,650 (227,668) -10.17% Chemicals & Cleaners 75,776 80,900 85,630 5,124 6.76% Materials for Building/Route Maintenance 304,143 369,500 409,800 65,357 21.49% Total Parts and Supplies $2,852,047 $2,959,300 $3,224,480 $107,253 3.76%

Insurance Premiums & Transfers Actuarial Study of Insurance Funds $17,500 $17,500 $17,500 $0 0.00% Property Damage & Property Liability Ins. 355,000 471,500 485,500 116,500 32.82% Total Insurance Premiums $372,500 $489,000 $503,000 $116,500 31.28%

Self Insured Liability Expense Claims Settlements $900,000 $650,000 $650,000 ($250,000) -27.78% Legal Fees 300,000 300,000 300,000 0 0.00%

Hillsborough Transit Authority 66 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

$ CHANGE % CHANGE FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED AMENDED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET AMENDED AMENDED Consultant Fees 10,000 127,000 130,800 117,000 1170.00% Physical Damage 300,000 190,000 210,000 (110,000) -36.67% Fuel Cleanup 30,000 10,000 41,200 (20,000) -66.67% Minor Equipment for Risk Management 1,000 2,000 2,100 1,000 100.00% Salaries & Fringes 229,000 232,470 242,720 3,470 1.52% Estimated Outstanding Claims 200,000 200,000 250,000 0 0.00% Total Liability Fund Appropriations $1,970,000 $1,711,470 $1,826,820 ($258,531) -13.12%

Utilities Electricity $310,960 $380,900 $597,380 $69,940 22.49% Telephone 116,800 153,400 212,930 36,600 31.34% Water, Sewer, Garbage 82,240 129,900 185,930 47,660 57.95% Total Utilities $510,000 $664,200 $996,240 $154,200 30.24%

Public Relations Promotional/Demonstration Activities $7,000 $7,500 $8,500 $500 7.14% Postage 7,000 8,000 8,300 1,000 14.29% Printing-System Promotion 375,000 285,000 207,000 (90,000) -24.00% Art Supplies 3,000 4,000 4,500 1,000 33.33% Advertising and Promotion 475,000 500,000 633,000 25,000 5.26% Total Public Relations $867,000 $804,500 $861,300 ($62,500) -7.21%

Planning Studies Professional Services $240,000 $800,000 $200,000 $560,000 233.33% Total Planning Studies $240,000 $800,000 $200,000 $560,000 233.33%

Other Operating Expenses Training & Travel $120,000 $120,000 $119,760 $0 0.00% Diesel Excise Tax - Net 160,000 180,000 195,000 20,000 12.50% X-Town Tolls, Parking 30,200 40,000 40,000 9,800 32.45% Rentals and Leases 326,070 327,000 328,300 930 0.29% Minor Equipment and Office Supplies 323,650 260,800 290,560 (62,850) -19.42% Postage 20,000 25,000 25,000 5,000 25.00% Licenses & Permits 10,000 10,000 10,000 0 0.00% Dues & Subscriptions 112,000 97,160 97,930 (14,840) -13.25% Travel & Meetings 30,000 24,600 29,140 (5,400) -18.00% Legal and Employment Ads 140,000 173,500 174,170 33,500 23.93% Staff Development Fund 150,000 158,980 165,480 8,980 5.99% Non-FTA Capital 20,000 20,000 20,000 0 0.00% Management Development Fund 20,000 23,750 24,500 3,750 18.75% Tax Increment Payment 371,000 383,000 394,490 12,000 3.23% Total Other Operating Expenses $1,832,920 $1,843,790 $1,914,330 $10,870 0.59%

13 (C) Back Pension Payment 13(C) Back Pension $130,000 $122,000 $120,000 ($8,000) -6.15% Total 13 (C) Back Pension Payment $130,000 $122,000 $120,000 ($8,000) -6.15%

Budget Reserves Transfer to Self Insurance Liability Fund Reserve $230,000 $370,000 $370,000 $140,000 60.87% Transfer to Worker's Compensation Liability Fund Reserve 247,000 240,000 241,000 (7,000) -2.83% Reserve for Medical Insurance 0 179,750 0 179,750 100.00% Reserve 996,991 882,820 667,310 (114,171) -11.45% Total Reserves $1,473,991 $1,672,570 $1,278,310 $198,579 13.47%

TOTAL BUS OPERATING APPROPRIATIONS $46,931,180 $54,516,250 $56,498,100 $7,585,070 16.16%

Hillsborough Transit Authority 67 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

$ CHANGE % CHANGE FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED AMENDED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET AMENDED AMENDED BUS CAPITAL Revenues Federal $10,169,387 $10,999,590 $10,826,360 $830,203 8.16% Transportation Enhancement 0 0 300,000 0 00.00% Florida Department of Transportation 535,063 200,000 255,000 (335,063) -62.62% HART - Ad Valorem Taxes 368,871 120,340 273,770 (248,531) -67.38% Hillsborough County 200,000 355,470 0 155,470 77.74% Impact Fees Hillsborough County 242,524 237,150 96,810 (5,374) -2.22% Impact Fees City of Tampa 82,780 84,420 84,420 1,640 1.98% Congestion Mitigation & Air Quality Funds 3,000,000 0 0 (3,000,000) -100.00% TOTAL BUS CAPITAL REVENUES $14,598,625 $11,996,970 $11,836,360 ($2,601,655) -17.82%

Appropriations: Fleet Acquisition $3,359,112 $3,706,920 $4,536,040 $347,808 10.35% Bus Major Components 0 0 1,185,000 0 00.00% Fareboxes 0 1,500,000 1,000,000 1,500,000 100.00% Basic Transit Infrastructure 800,000 1,192,960 1,100,000 392,960 49.12% Intelligent Transportation Systems and Technology 375,000 442,000 400,000 67,000 17.87% Transit Centers 3,192,210 1,665,800 0 (1,526,410) -47.82% Security Projects 0 90,300 90,300 90,300 100.00% Operations and Maintenance Facilities 4,256,523 750,000 440,000 (3,506,523) -82.38% Operations and Maintenance Facilities - Ybor Station Build out 1,000,000 0 2,000,000 (1,000,000) -100.00% Transit Emphasis Corridors 1,205,780 2,002,670 680,020 796,890 66.09% Park and Ride Facilities 410,000 450,000 160,000 40,000 9.76% Vanpool Program 0 196,320 245,000 196,320 100.00% TOTAL BUS CAPITAL APPROPRIATIONS $14,598,625 $11,996,970 $11,836,360 ($2,601,655) -17.82%

TOTAL BUS OPERATING & CAPITAL PROJECTS $61,529,805 $66,513,220 $68,334,460 $4,983,415 8.10%

Hillsborough Transit Authority 68 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FY 2007 Bus Capital Projects Revenues Summary

Federal Grants - Total of $10, 999,590

HART receives several grants from different federal funding programs. The grants cover costs related to capital, planning and operating projects and services.

Section 5307 Urbanized Area Formula Program - $6,659,680

HART receives funding annually through FTA’s urbanized area formula program which provides funding to transit agencies based on several factors, including population, population density, and the amount of service provided. Section 5307 funding is allocated to the Tampa – St. Petersburg – Clearwater urbanized area, and then shared by the entities operating transit services: PSTA, Pasco County Public Transit and HART, by an interlocal agreement.

For fiscal year 2007, the funds will be used for buses, vanpools, non-revenue vehicles, facilities, security, basic transit infrastructure, ITS projects, capital equipment, and furniture, planning, and operating projects. In fiscal year 2008, the transit emphasis corridors project will not be funded with Section 5307 funds.

Section 5309 Discretionary Program - $4,339,910

This program provides funding under three programs: Bus and Bus related programs, Fixed Guideway Modernization and New Starts. The Bus and Bus related program is a discretionary program, sometimes referred to as special appropriations, with all of the funding earmarked by the US Congress. Eligible projects are capital projects for buses, facilities and equipment. Fixed Guideway funds are allocated by formula and can be used to modernize or improve fixed guideway systems. A fixed guideway refers to any transit service that has exclusive use of controlled rights-of- way or rails entirely or in part.

For fiscal year 2007 and 2008, Section 5309 funds will be used for buses, facility, transit centers, transit emphasis and fixed guideway projects.

Congestion Mitigation and Air Quality funding (CMAQ) - $0

The CMAQ program provides funding for projects that improve air quality. The Tampa Bay area was eligible to receive these funds because the area was classified as in non-attainment status for air quality. In the past, HART has received CMAQ funding for many types of projects, including the purchase of buses and the development of park and ride facilities.

Last year, The Florida Department of Transportation advised CMAQ funds to the state would be greatly reduced because all of the areas, including the Tampa Bay area, have come into compliance with federal air quality standards. The last allocation of new CMAQ funds to this area was in fiscal year 2005.

Hillsborough Transit Authority 69 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART had three projects that were programmed with CMAQ funding.

· FY 2006 replacement buses $ 3.0 million · FY 2007 replacement buses $ 2.5 million · FY 2009 Streetcar extension $ 2.0 million

Because of the revisions in the CMAQ status, HART will not receive this funding.

Surface Transportation Program funding - $0

The Surface Transportation Program is a federal funding program that finances highway and/or transit projects. The funding is prioritized by the Hillsborough MPO, with local jurisdictions and HART is eligible to receive the funds. The funding is prioritized approximately five years in advance.

HART received $4.0 million in STP funding in FY 2006. No STP funding was prioritized to HART for FY 2007.

State Funding - Total of $200,000

The State of Florida provides funding for transit operating and capital projects through a number of grant programs.

Park-and Ride-Program - $200,000

The Park-and-Ride Program funds design, construction, operation, and maintenance of park-and-ride facilities.

Local Funding – Total of $797,380

Hillsborough County ($237,150) and the City of Tampa ($84,420) levy impact fees on development to support infrastructure improvements within local districts. HART receives a portion of the impact fees for district improvements.

For fiscal year 2007 and 2008 the funds will be used for park and ride facilities, bus bays, shelters, and accessibility improvements.

Hillsborough County funding of $750,000 includes $355,470 funding match for the purchase of buses in fiscal 2007.

HART ($120,340) is providing match to the Park and Ride Program for design, construction, operation, and maintenance of park-and-ride facilities.

Hillsborough Transit Authority 70 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

FY 2007 Bus Capital Projects Appropriations Summary

The focus of the FY 2007 capital budget is to: • Update the fleet and purchase additional vehicles to accommodate the service expansion • Modernize and upgrade the operations and maintenance facility • Improve service reliability and speed • Enhance the passenger experience

The specific capital projects in the budget include:

Fleet Acquisition $3,706,920 – Buses, paratransit vans, fixed route vans and mini buses are purchased to replace buses that have reached the end of their useful life and provide additional vehicles for service expansion. Four buses are replacement vehicles (trolleys). Five buses are for service expansion: Route 6 – 56th Street: 1 bus, Route 26X – Carrollwood Express: 1 bus, Route 50X – Citrus Park/Carrollwood: 1 bus, Flex/connector service – Brandon: 1 van, Flex/connector service –Town N Country: 1 bus.

In addition, supervisor and support vehicles are purchased to replace vehicles that have reached the end of their useful life.

Fareboxes $1,500,000 - These funds will be used to upgrade the fixed route fareboxes to enhance the collection and tracking of passenger fares.

Basic Transit Infrastructure $1,192,960 – Shelters, bus bays, sidewalk sections and other accessibility improvements are constructed throughout the system. These improvements are important to enable passengers to access bus stops and provide amenities, including shelters and benches. The funding will be used for the design and construction of bus bays, shelters, sidewalk connectivity and accessibility improvements. At some sites, off-the-shelf shelters will be purchased to reduce costs.

Intelligent Transportation Systems and Technology $442,000 - Technology projects include new computers and software.

Transit Centers $1,665,800 – Transit centers provide passengers who are transferring between routes with a comfortable, convenient and secure facility. These funds will be used for the construction of the Northwest Transit Center, which is located at Sheldon Road and Waters Avenue in northwest Hillsborough County.

Operations and Maintenance Facilities $750,000 – Improvements to HART’s bus operations and maintenance facility at 21 st Avenue to modernize and upgrade the facility. Funds would be used for renovations to upgrade offices, the maintenance area and accommodate the new ITS project. The improvements are being preceded by facility programming and design activities.

Security Projects $90,300 – These funds are used for the implementation of security enhancements to HART facilities, including the upgrade of video surveillance equipment and card entry systems.

Hillsborough Transit Authority 71 FY 2007 & FY 2008 Budgets Adopted 9/25/2006

Transit Emphasis Corridors $2,002,670 - Physical improvements along bus routes identified as ‘transit emphasis corridors’. The improvements will include traffic signal priority systems and ‘superstops’ with passenger amenities. The improvements will be preceded by design and engineering efforts and coordination with local and state transportation representatives. The improvements are targeted for two corridors: the Florida Avenue/Fletcher Ave corridor and Hillsborough Avenue.

Park and Ride Facilities $450,000 – These facilities enable residents who do not live near a bus route to access transit. People in carpool and vanpool groups also use these facilities. The funding will be used for lease, maintenance and/or renovation activities.

Vanpool Program $196,320 –Vans are purchased for the vanpool program operated by Bay Area Commuter Services (BACS). This program enables commuter groups to ride together, using vans provided by BACS. There are currently 34 vans in this program, with four expansion vans on order and six expansion vans programmed for fiscal 2007. The vanpool program is a cost effective alternative to serving many parts of the county that are difficult to serve with fixed route service.

Hillsborough Transit Authority 72 FY 2007 & FY 2008 Budgets Adopted 9/25/2 006

BUS CAPITAL PROJECTS DETAIL FY2007 FY07 Adopted Funding Source Detail Budget REVENUES FTA - Section 5307 FTA - 5307 6,659,680 FTA - Section 5309 FTA - 5309 4,339,910 FTA 10,999,590 State FDOT 200,000 HART - Ad Valorem Taxes Ad Valorem 120,340 Hillsborough County – New Service Implementation Hillsborough County 355,470 Impact Fees Hillsborough County Hillsborough County 237,150 Impact Fees City of Tampa City of Tampa 84,420 TOTAL REVENUES $11,996,970

APPROPRIATIONS Revenue & Non Rev. Fleet Replacement Federal - 5307 1,900,010 Revenue Fleet Expansion Federal - 5309 1,451,440 Revenue Fleet Expansion Local - County 355,470 Fleet Acquisition 3,706,920 Fareboxes Federal - 5307 1,500,000 Basic Transit Infrastructure Federal - 5307 951,050 Basic Transit Infrastructure - County Local - County 157,490 Basic Transit Infrastructure - City Local - City 84,420 Basic Transit Infrastructure 1,192,960 Intelligent Transportation Systems & Technology Federal - 5307 442,000 Transit Centers – Northwest Federal - 5309 1,665,800 Operations & Maintenance Facilities - Facility Improvements & Equipment Federal - 5307 750,000 Security Projects Federal - 5307 90,300 Transit Emphasis Corridors - Design & Implementation of Capital Improvements Federal - 5307 780,000 Transit Emphasis Corridors - Design & Implementation of Capital Improvements Federal - 5309 1,222,670 Transit Emphasis Corridors 2,002,670 Park N Ride Facilities Federal - 5307 50,000 Park N Ride Facilities State - FDOT 200,000 Park N Ride Facilities Local – County 79,660 Park N Ride Facilities HART 120,340 Park N Ride Facilities 450,000 Vanpool Program Federal - 5307 196,320 TOTAL APPROPRIATIONS $11,996,970

Hillsborough Transit Authority 73

FY 2007 & FY 2008 Budgets Adopted 9/25/2 006

Operating and Capital Funding Detail All Modes for Fiscal 2007 and 2008

Jobs FTA Access Congestion Section Reverse Mitigation Westshore City of Hillsborough OPERATING GRANTS AND AGREEMENTS 2007 TOTAL 5307 Commute Air Quality FDOT Alliance Tampa County HART Private BUS OPERATING Preventive Maintenance 1,849,580 1,849,580 Facility Lease 114,700 114,700 Tire Lease 254,000 254,000 Project Administration 300,000 300,000 Planning Studies 800,000 666,000 134,000 Mode Shift Promotions 100,000 100,000 State Block Grant 3,004,900 3,004,900 In-Town Trolley Hyde Park Service 466,400 82,400 339,000 45,000 New Tampa Express 224,400 49,400 175,000 Clearwater Express Service 177,000 177,000 MacDill AFB Express Service 30,200 30,200 Fishhawk Express 175,000 175,000 Westshore Lunchtime Shuttle 15,000 15,000 Flex Service 394,530 394,530

TOTAL BUS GRANT FUNDED OPERATING $7,905,710 $3,184,280 $49,400 $100,000 $3,644,500 $15,000 $339,000 $394,530 $134,000 $45,000

PARATRANSIT OPERATING Preventive Maintenance 800,000 800,000 Tire Lease 20,000 20,000

TOTAL PARATRANSIT GRANT FUNDED OPERATING $820,000 $820,000 $0 $0 $0 $0 $0 $0 $0 $0

STREETCAR OPERATING Preventive Maintenance 200,000 200,000 State Block Grant 100,000 100,000

TOTAL STREETCAR GRANT FUNDED OPERATING $300,000 $200,000 $0 $0 $100,000 $0 $0 $0 $0 $0

TOTAL STREETCAR $300,000 $200,000 $0 $0 $100,000 $0 $0 $0 $0 $0

TOTAL BUS, PARATRANSIT AND STREETCAR OPERATING $9,025,710 $4,204,280 $49,400 $100,000 $3,744,500 $15,000 $339,000 $394,530 $134,000 $45,000

Hillsborough Transit Authority 74

FY 2007 & FY 2008 Budgets Adopted 9/25/2 006

Other Grants and/or FTA FTA HART Section Section City of Fixed CAPITAL GRANTS AND AGREEMENTS 2007 2007 POP Match TOTAL 5307 5309 FDOT Tampa HART Hillsborough County Guideway CMAQ BUS CAPITAL FLEET Vehicle Replacement & Expansion 1,700,010 1,806,910 3,506,920 1,700,010 1,451,440 355,470 Non-Revenue Vehicle Replacement 200,000 200,000 200,000

VANPOOL PROGRAM Vanpools - Expansion and Replacement 196,320 196,320 196,320

INTELLIGENT TRANSPORTATION SYSTEMS & TECHNOLOGY System Upgrades & Enhancements 442,000 442,000 442,000 Fareboxes 1,500,000 1,500,000 1,500,000

SECURITY PROJECTS 90,300 90,300 90,300

TRANSIT CENTERS 1,665,800 1,665,800 1,665,800

BASIC TRANSIT INFRASTRUCTURE Bus Bays, Shelters, Accessibility Improvements 951,050 241,910 1,192,960 951,050 84,420 157,490

OPERATIONS & MAINTENANCE FACILITIES Facility Improvements & Equipment 750,000 750,000 750,000

PARK AND RIDE FACILITIES 50,000 400,000 450,000 50,000 200,000 120,340 79,660

TRANSIT EMPHASIS CORRIDORS Design & Implementation of Capital Improvements 780,000 1,222,670 2,002,670 780,000 1,222,670

TOTAL BUS $6,659,680 $5,337,290 $11,996,970 $6,659,680 $4,339,910 $200,000 $84,420 $120,340 $592,620 $0 $0

STREETCAR CAPITAL Streetcar Extension-Phase IIA 1,000,000 1,000,000 1,000,000 Fixed Guideway 130,690 130,690 130,690

TOTAL STREETCAR $0 $1,130,690 $1,130,690 $0 $0 $0 $0 $0 $0 $130,690 $1,000,000

TOTAL BUS AND STREETCAR CAPITAL $6,659,680 $6,467,980 $13,127,660 $6,659,680 $4,339,910 $200,000 $84,420 $120,340 $592,620 $130,690 $1,000,000

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Jobs Access OPERATING GRANTS AND AGREEMENTS 2008 TOTAL FTA Section 5307 Reverse C FDOT City of Tampa BUS OPERATING Preventive Maintenance 2,094,900 2,094,900 Tire Lease 300,000 300,000 Project Administration 300,000 300,000 Planning Studies 200,000 200,000 State Block Grant 3,087,290 3,087,290 In-Town Trolley Hyde Park Service 339,000 339,000 New Tampa Express 224,700 49,700 175,000 Clearwater Express Service 52,300 52,300 MacDill AFB Express Service 101,140 101,140

TOTAL BUS GRANT FUNDED OPERATING $6,699,330 $2,894,900 $49,700 $3,415,730 $339,000

PARATRANSIT OPERATING Preventive Maintenance 800,000 800,000 Tire Lease 25,100 25,100

TOTAL PARATRANSIT GRANT FUNDED OPERATING $825,100 $825,100 $0 $0 $0

STREETCAR OPERATING Preventive Maintenance 200,000 200,000 State Block Grant 100,000 100,000

TOTAL STREETCAR GRANT FUNDED OPERATING $300,000 $200,000 $0 $100,000 $0

TOTAL STREETCAR $300,000 $200,000 $0 $100,000 $0

TOTAL BUS, PARATRANSIT AND STREETCAR OPERATING $7,824,430 $3,920,000 $49,700 $3,515,730 $339,000

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Other Grants and/or FTA FTA HART Section Section Transportation Surface City of CAPITAL GRANTS AND AGREEMENTS 2008 2008 POP Match TOTAL 5307 5309 Enhancement Transportation FDOT Tampa HART Hills. Co BUS CAPITAL FLEET Vehicle Replacement & Expansion 996,980 3,189,060 4,186,040 996,980 1,489,060 1,500,000 200,000 Non-Revenue Vehicle Replacement 350,000 350,000 350,000

BUS MAJOR COMPONENTS Engines/Transmissions 1,185,000 1,185,000 1,185,000

VANPOOL PROGRAM Vanpools - Expansion and Replacement 245,000 245,000 245,000

INTELLIGENT TRANSPORTATION SYSTEMS & TECHNOLOGY Bus Tracking, Communications & Security System Upgrades & Enhancements 400,000 400,000 400,000 Farebox Upgrades & Enhancements 1,000,000 1,000,000 1,000,000

SECURITY PROJECTS 90,300 90,300 90,300

BASIC TRANSIT INFRASTRUCTURE Bus Bays, Shelters, Accessibility Improvements 400,000 700,000 1,100,000 400,000 300,000 200,000 84,420 18,770 96,810

OPERATIONS & MAINTENANCE FACILITIES Facility Improvements & Equipment 440,000 440,000 440,000 Ybor Station Buildout 2,000,000 2,000,000 2,000,000

PARK AND RIDE FACILITIES 50,000 110,000 160,000 50,000 55,000 55,000

TRANSIT EMPHASIS CORRIDORS Design & Implementation of Capital Improvements 680,020 680,020 680,020

TOTAL BUS $5,157,280 $6,679,080 $11,836,360 $5,157,280 $2,169,080 $300,000 $3,500,000 $255,000 $84,420 $273,770 $96,810

STREETCAR CAPITAL Streetcar Extension-Phase IIA 1,400,000 1,400,000 1,400,000 Fixed Guideway 130,690 130,690 130,690

TOTAL STREETCAR $0 $1,530,690 $1,530,690 $0 $130,690 $0 $1,400,000 $0 $0 $0 $0

TOTAL BUS AND STREETCAR CAPITAL $5,157,280 $8,209,770 $13,367,050 $5,157,280 $2,299,770 $300,000 $4,900,000 $255,000 $84,420 $273,770 $96,810

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DEPARTMENTAL INFORMATION

This section discusses the functions and responsibilities of each of the departments within the agency, upcoming challenges for the next fiscal year and includes position charts and organizational charts.

FISCAL YEARS 2006-2007 AUTHORIZED POSITIONS ENTIRE AUTHORITY

FY 2006 FY 2007 DEPARTMENT OR DIVISION POSITIONS POSITIONS Executive Office 4.0 4.0 Administration 23.0 24.0 Finance 31.0 31.0 Planning 17.0 17.0 Engineering and Development 5.0 5.0 Marketing and Public Relations 15.0 15.0 Transportation 376.3 408.3 Maintenance 136.0 136.0 Paratransit 35.7 42.7 Streetcar 29 29 Total 672.0 712.0

Employee Count Breakdown by Unit 2006 2007 Non-bargaining 122.0 123.0 Teamsters 43.0 44.0 ATU 507.0 545.0 Totals 672.0 712.0

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EXECUTIVE OFFICE

Functions and Responsibilities

The Office of the Executive Director is responsible for the performance of the bus, streetcar and paratransit systems. Performance goals are established by the Board of Directors and encompass controlling costs, maintaining service quality, increasing ridership and enhancing public perception. Other specific responsibilities include: the planning, identification and review of capital facility and equipment requirements; contract administration monitoring; the review of capital and operating budgets; the development and monitoring of both short and long range plans; establishing organizational structure; managing and directing the workforce; liaison with business, community and political jurisdictions; media relations; promoting transit usage; representing HART and its interests; managing current resources and planning for the future.

All Board of Directors functions are managed by the Executive Director's Office, including the preparation and distribution of all meeting minutes and meeting coordination.

EXECUTIVE OFFICE FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS Executive Director 1 1 Government Affairs & Public Information Officer 1 1 Administrative Assistant III & Office Manager 1 1 Secretary II 1 1 TOTAL 4 4

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HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY ORGANIZATIONAL CHART EXECUTIVE OFFICE AND SENIOR STAFF

HART Board of Directors 12 Members

Auditors Legal Counsel Internal and External

Raymond Miller Executive Director

Lena Zaretskaya Ed Crawford Admin. Assistant Government Affairs III/Office Manager &Public Information Officer

Melissa Hernandez DT Office Receptionist/Secretary II

Steven Roberts Robert Potts David Persaud Ed Bart Richard Clarendon GM of Operations GM of Planning, Chief Financial Officer GM of Vehicle & GM of Administration Development & Facilities Maintenance Public Relations

Greg Brackin Mary Shavalier June Solanes Donna Loy Janice Cook Operations Manager Director of Planning Director of Budget & Facilities Manager Compliance Officer Accounting

Ruthie Reyes Jane Shang Debbie Ward Robert Andis Joe Diaz Customer Director of Controller Superintendent of System Safety and Service/Paratransit Development Vehicle Maintenance Security Officer Manager & Quality Assurance

Tim Borchers Jill Cappadoro Vacant Sandra Beck Manager of Streetcar Director of Public Procurement Manager Director of Information Services Relations Servicess

Justin Begley Vacant Lisa Gantous ITS Operations Risk & Human Resources Project Manager Environmental Safety Manager Manager

Ralph Lavado Vacant John Morais Ttansportation In-House Attorney Director of Ops Manager Training & Skills Development

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ADMINISTRATION DIVISION

Functions and Responsibilities

The General Manager of Administration is responsible for the overall management and direction of the Division, which is responsible for supporting HART with information systems; state and federal program compliance such as Equal Employment Opportunity (EEO) and Disadvantaged Business Enterprise (DBE) monitoring and reporting; transit system safety and security; and human resources recruitment, screening, processing, skills training and professional development.

Information Systems Department

The Information Systems (IS) Department oversees, manages and maintains HART’s information network infrastructure and data storage. This includes all hardware, software, internal cabling, and external communications links, as well as HART’s public Internet and company-wide Intranet sites, network security and disaster preparedness, recovery and business continuity planning.

The IS Department works closely with all HART departments and staff, assisting with the implementation and operation of complex applications, including financial management and reporting, scheduling and operations, paratransit scheduling and operations, inventory control, human resources information management and security and surveillance systems. This Department is also charged with providing training and support to enable their co-workers in the efficient and effective use of the systems and tools on their computers, incorporating industry best practices. Telephony and voice connectivity are being transferred this year to the IS Department.

The IS Department maintains HART’s Long Range Information Systems Plan, establishes standards and practices for information systems, and recommends technology appropriate to the Authority’s plans and goals. Testing and maintenance of Disaster Recovery/Business Continuity strategies for securing critical data resources are key functions of the department.

Human Resources Department

The Human Resources (HR) Department is charged with planning, recruiting and hiring a highly qualified and motivated workforce. It ensures that HART offers a balanced, competitive and comprehensive system for compensating employees, with opportunities for career advancement and regular performance evaluation. It also is charged with maintaining competitive and cost-effective employee benefits and retirement programs. The Department is also responsible for providing new employee orientation, employee assistance and wellness programs; overseeing substance abuse prevention and drug/alcohol testing as well as upholding HART’s commitment to fairness and equal opportunity.

The HR Department is responsible for supporting each employee’s career and professional development, job satisfaction and level of contribution. The Department also oversees HART’s management interns and tuition reimbursement programs, employee performance appraisal system, and employee recognition program.

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Training Department

This department is charged with the development of a professional and skilled workforce through training and staff development programs. It is responsible for designing and administering HART’s training including basic operator training, as well as technical and professional courses. The goal of this department is to ensure that HART develops qualified, competent, and professional staff.

Training functions for the bus, van and streetcar operators are performed within this department, including new hire, refresher and remedial training, defensive driving training, ADA and sensitivity training. New hire operator training includes four weeks of class room instruction and four weeks of field training. Annual bus operator refresher training consists of a one-day course reviewing standard operating procedures, system safety and security, customer service and defensive driving practices. The Training Department also puts on HART’s annual Roadeo to challenge the operators’ professional driving skills and the diagnostic skills of the mechanics.

Training for all non-bargaining and supervisory staff involves a variety of technical courses offered off-site by external trainers and in-house workshops for supervisory staff focusing on subjects such as communication skills, time management and basic management practices.

Safety and Security Office

This Office has primary responsibility for the safety and security of all passengers, employees, contractors, visitors and the public at large while on HART vehicles or grounds. The Safety and Security Office also is responsible for securing HART’s property and assets under routine and emergency conditions. This office ensures that all incident and accident are properly investigated. It rates accidents and establishes corrective actions using U.S Department of Transportation’s Transportation Safety Institute, National Transit Institute and National Safety Council criteria and Florida Department of Transportation regulatory guidelines.

The Safety and Security Office creates HART’s system safety, security and emergency preparedness plans, prepares required regulatory reports and procedures that support the plans and ensures that they meet evolving federal, state and local requirements. It conducts safety reviews, identifies hazards and develops corrective action plans. It oversees HART’s contracted security guards, coordinates with emergency providers and also monitors and responds to security and fire alarm systems at all HART facilities.

HART’s Safety and Security Officer has the responsibility to report directly to the Executive Director.

Compliance Officer

The Compliance Officer is responsible for ensuring that HART complies with all state and federal requirements, including Equal Employment Opportunity, Affirmative Action, Disadvantaged Business Enterprise, as well as the Authority’s internal policies such ethics and professional codes of

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conduct. The Compliance Officer also serves as the Authority’s Clerk for the compliance with the Administrative Procedures Act, and the agency Inspector General for ethics and whistleblower claims.

HART’s Compliance Officer has the responsibility to report directly to the Executive Director.

Challenges and Opportunities in 2007

Over the next two years, the challenge for this division will be to maximize support for a growing organization while at the same time minimizing its own positions and the overhead costs to HART operations.

Information Systems Department

The Information Systems Department will face a large number of new projects to be implemented along with the ongoing support of current technologies. Foremost among these are the Intelligent Transportation System (ITS) and Enterprise Resource Program, both of which already in the process of being procured. In addition, the IS Department will take over support of HART’s telecommunication systems, both land lines and wireless.

Adequately funding hardware, software, implementation and training for new projects will continue to be a challenge with respect to both capital as well as operating costs. This will require prioritizing projects and determining which projects move forward and which ones must wait for funding. Because of budget constraints, the IS Department will tend to put higher priority on projects that will:

• Empower users to accomplish their own tasks without the need for IS assistance. • Emphasize training to cultivate “power users” to fully exploit the capabilities of information technology. • Ensuring that technology is the desired solution and will work in the context of HART’s existing personnel and business systems.

Data Security will be an ongoing issue for HART, from wireless networks to disaster recovery and business resumption. Ongoing telecommunication issues will need to be addressed including PBX, cell phones, satellite phones, and teleconferencing.

The need for better connectivity between all facilities will continue to drive operating expenses. An emphasis on customer service amenities and security will create the need to tie the following types of facilities back to HART’s dispatch and call centers:

• HART Facilities • Transfer Centers • Park N Ride Locations • Other on street locations

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Human Resources Department

The HR Department will continue to deal with the issue of successfully recruiting and retaining employees within a tight labor market. For example, given recent turnover rates, the HR Department will need to hire two to three bus operators a week just to maintain the existing roster of drivers. Both proactive recruitment as well as reducing turnover within HART’s workforce pose significant challenges to this department.

In FY 2007, the HR Department will need to implement the results of contract negotiations with the Amalgamated Transit Union. The current contract expires on September 30, 2006. The new contract may entail changes to health insurance and benefits related to the ATU contract, as well as any wage changes that result. HART will also enter into contract negotiations with the Teamsters Union in FY 2007. This contract expires on September 30, 2007, and the HR Department will be fully engaged in this process.

Over the next two years, the HR Department will also review compensation levels and benefits for non bargaining employees and phase in any changes that are warranted to remain competitive within the job market.

Lastly, group health insurance expenses continue to grow at double-digit rates and after wages, represent the significant portion of HART’s personnel costs. The cost of family coverage is beyond the means of most of HART’s employees. Making health insurance affordable for both HART as an agency and its workforce is the most serious challenge faced by this department.

Training Department

The primary challenge for this department is to provide routine training to both new and existing employees so that they have the necessary skills and competencies and as specified by federal, state and HART requirements. In the next two years, the Training Department anticipates delivering over 5,400 hours of training per year for:

• New-hire training for bus operators, van operators, and streetcar motormen • Refresher courses for existing bus operators, van operators, and streetcar motormen • Special and remedial courses on collision avoidance, customer service, drug and alcohol awareness, etc. • Refresher courses for existing dispatchers, transit supervisors, and managers.

In addition, the Training Department will identify and facilitate technical training and professional development provided by outside organizations for the benefit of HART staff.

With the implementation of the ITS in FY 2007 and 2008, all operators, motormen, dispatchers, and supervisors will need to be trained on the use of the new radios, mobile data terminals and automated dispatching equipment and system procedures. The Training Department will be responsible for facilitating this training.

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Compliance Officer

Meeting HART’s Disadvantaged Business Enterprise goals will present a significant challenge to this office. This entails locating viable minority vendors and associations to communicate HART’s commitment to providing a level playing field. In addition, when calculating the annual DBE goal, public participation must be provided by allowing for consultation with minority, women’s, general contractor’s groups, community organizations and other officials or organizations which have information concerning the availability of disadvantaged and non-disadvantaged businesses.

Safety Officer

The Safety and Security Office will be challenged to meet more stringent system safety requirements in the recently revised Chapter 14-90, F.A.C. for bus and 49CFR Part 659 for rail. These regulations set out new safety and security criteria for bus and rail, i.e. accident reporting, investigation and corrective actions. They also mandate more rigorous driver selection, training and documentation for both transit systems.

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ADMINISTRATION DEPARTMENT FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS General Manager of Administration 1.0 1.0 Administrative Assistant II 1.0 0.0 Administrative Assistant I 0.0 1.0 Compliance Officer 1.0 1.0 System Safety & Security Officer 1.0 1.0 System Safety & Security Specialist 1.0 1.0 Director of Information Services 1.0 1.0 Information Systems Manager 1.0 1.0 Network Systems Administrators 3.0 3.0 Web Master/Applications Programmer 1.0 1.0 Programmers 2.0 2.0 Human Resources Manager 1.0 1.0 Staffing Specialist 1.0 1.0 Benefits Specialist 1.0 1.0 FMLA Specialist 1.0 1.0 HR Aide 1.0 1.0 HR Assistant II 0.0 1.0 Director of Operations Training & Skills Development 1.0 1.0 Operations Training Instructors 2.0 2.0 Interns 2.0 2.0 TOTAL 23.0 24.0

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HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY ORGANIZATIONAL CHART ADMINISTRATION STAFF

Richard Clarendon General Manager of Administration

Vacant Janice Cook Administrative Compliance Assistant I Officer

Joe Diaz Lisa Gantous Sandy Beck John Morais System Safety Human Director of Director of & Security Resources Information Operations Officer Manager Services Training & Skills Devlopment

David Kelsey Walt Blichasz Paul Toth Robert Dorsey System Safety Staffing IS Manager Training & Security Specialist Instructor Assisstant Carolyn Michael Frank Hampton Batholomew Calavolpe Web Master/ Benefits Training Specialist Application Instructor Programmer

Kelli White Human Frank Wang Resources Programmer Aide Tim Wicktor Programmer Elena Vetrano FMLA Specialist Vacant Network Jackie Berrien Administrator Management Intern Vacant System Administrator Vacant Management Intern Steven Glass System Administrator Vacant HR Assistant II

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FINANCE DEPARTMENT

Functions and Responsibilities

The Chief Financial Officer is responsible for the overall management and direction of the Department. The Department is responsible for providing administrative support to the Authority in the areas of contracting, purchasing, financial planning, financial management, treasury management and Risk Management programs.

The general function expenses are maintained under the control of the Chief Financial Officer for the purpose of monitoring and controlling expenses, which are considered the cost of doing business. There are no employees assigned to this function. Expenses, which pertain to the entire Authority rather than an individual department, i.e., legal costs, utilities, purchased transportation, etc., are charged to the General Function.

The divisions in the Finance Department are Accounting and Budget, Audit and Control, Legal, Procurement, Risk Management and Cash Management.

The Office Services staff provides administrative support to the Chief Financial Officer. Office Services are also responsible for counting revenue that is collected daily from the fareboxes, scheduling personnel, and maintaining the equipment used in this function.

Budget and Accounting The Budget & Accounting Division serves as a primary source of management and financial information for the Authority including preparation of financial statements and reports; processing of payroll, disbursements, and receipt of funds; and the appropriate allocation between operations, capital programs and planning grants. The Division is responsible for the development of the Authority’s Annual Operating and Capital Budgets, monitoring the Authority’s expenditures on an ongoing basis and assisting in the development of the Authority’s multi-year financial plan in the Transit Development Plan.

The Accounting Section develops and implements accounting systems and procedures, maintains historical financial data and records, collects, initiates and tracks disbursements and receipts of funds, and prepares monthly, quarterly and annual financial reports. This division also monitors the expenditures against the adopted budget and prepares management organizational reports and long- range financial reports for budget planning. Accounting for federal, state and local grants, all Authority banking, treasury management and budgeting are performed within this division. This section acts as the primary liaison on financial audits of the Authority and is responsible for annual financial data reporting to the National Transit Database.

The Payroll Section is responsible for developing and distributing payroll, adhering to all reporting and requirements and maintaining payroll tax-related records.

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Audit and Control The Controller is responsible for coordinating and scheduling the activities of the external consultant(s) performing internal auditing procedures. The Controller will be instrumental in coordinating information for the Request for Proposal and implementing the new Financial/Maintenance ERP system. In addition, the Controller will handle all special projects and implementation of corrective actions from various studies and internal audits as designated by the Chief Financial Officer.

Procurement The Procurement Division is responsible for the development, maintenance, and implementation of procurement and contracting procedures, and conducts competitive bidding, requests for proposals and other procurements. After the division negotiates contracts, it monitors and maintains them. Specific responsibilities include purchasing buses, parts, materials, and services required for current transit operations, as well as office supplies, furniture, equipment, construction projects, and miscellaneous services for all areas of the Authority. The division maintains all official contract files, bidders' lists, vendors’ files, and directories. This section is also responsible for capital asset disposition. In addition, Procurement provides records related to all purchasing functions and transactions, which are retained and available for audit and periodic review in accordance with federal, state, and local retention requirements.

Risk Management The Risk Management Division is responsible for protecting the Authority's assets through field evaluations and inspections of HART property to identify, appraise, and correct risk hazards and/or determines potential loss. This Division administers the total claims function under a program of self-insurance. It processes, investigates and adjusts any property damage and personal injury claims incidental to HART’s bus, paratransit and streetcar operations and its vehicles, and Workers’ Compensation claims. In addition, this division is responsible for developing accident prevention and loss control methods and procedures.

Legal The Staff Attorney provides the coordination and oversight of some outside legal services for the agency and acts as legal advisor to HART Staff & Board as assigned. Sample duties include review of outside legal services billings, requests for proposals, and resolutions, review and/or negotiation of contracts and routine legal correspondence for departments. Independent external general council will still report directly to the Board and the Executive Director.

Challenges and Opportunities in 2007 During FY2007, the money room will be relocated to a new building. The Office Services staff will be instrumental in providing input into the design of the new money room, the change or upgrade of existing equipment, and updating/changing procedures.

The Finance and Information Systems departments working jointly will do the assessment, planning, procurement and implementation of the new Financial/ERP management software system. The implementation of the new system will span eight to twelve months through fiscal year 2007.

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The Risk Division will need to become familiar with new technology as new systems are brought on- line. Risk will be the depository for the data captured by the cameras on buses for use in claims investigation, litigation, etc. when the new communications system is implemented. Risk will be instrumental in developing and implementing a new Risk Management Information System for tracking accident statistics.

The Procurement department will be requesting proposals for the Ybor Station build-out, Northwest Transit Center, Netp@ark Transit Center, Tampa Bay Center Transit Center, and procurement of property for expansion of the 21st Avenue facility.

The continued rising cost of fuel remains a major budget concern. HART has been out to bid in 2006 for a new fuel delivery contract and will be exploring all available opportunities to reduce cost.

The Finance Department will develop an investment policy and implement a cash management program to generate higher yield on investments and cash management. Finance will also be developing policies and procedures to continue to improve internal accounting controls in payroll, accounts receivable and other accounting areas.

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FINANCE DEPARTMENT FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS Chief Financial Officer 1.0 1.0 Office Services Coordinator 1.0 1.0 Finance Assistant 1.0 1.0 Administrative Aide 1.0 1.0 Director of Budget & Accounting 1.0 1.0 Accounting Manager 1.0 1.0 Senior Accountants 2.0 2.0 Accountant II 5.0 5.0 Accounting Assistant II 2.0 2.0 A/P Coordinator 1.0 1.0 Payroll Coordinator 1.0 1.0 Payroll Assistant II 1.0 1.0 Payroll Assistant I 1.0 1.0 Controller 1.0 1.0 Staff Attorney 1.0 1.0 Procurement Manager 1.0 1.0 Procurement Secretary II 1.0 1.0 Purchasing Agent III 1.0 1.0 Purchasing Agent II 2.0 2.0 Risk & Environmental Safety Manager 1.0 1.0 Risk Specialist III 2.0 2.0 Risk Specialist I 1.0 1.0 Risk Administrative Assistant I 1.0 1.0 TOTAL 31.0 31.0

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HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY FINANCE/BUDGET DEPARTMENT

David Persaud Chief Financial Officer

Helen Davis Debbie Ward Office Services Coordinator Controller

Kenneth Jackson Finance Assistant

Steve Katrinak Administrative Aide

Vacant Vacant June Solanes Vacant Attorney (in-house) Risk & Environmental Safety Manager Director of Budget & Accounting Procurement Manager

Sandy Ammons Richard Bannon Rickey Kendall Payroll Coordinator Purchasing Agent III Risk Specialist III

Gail Dahlback Nanette McLain Tina Rios Payroll Assistant II Purchasing Agent II Risk Specialist III

Lois Grimes Cathy Zickefoose Martha Milligan Payroll Assistant I Purchasing Agent II Risk Specialist I

Aaron Burstein Carmen Vazquez Lois Vita Accounting Manager Secretary II Administrative Assistant I

Joan Brown Senior Accountant

Wanda Adcock Accountant II

Pat Osborne Accountant II

Helenar Swain Accounting Assistant II

Rick Rockenbach Senior Accountant

Crystal Fraser Accountant II

Kris Karmazon Accountant II

Sandy Colon A/P Coordinator

Kim Smith Accounting Assistant II

Ann Fresina Accountant II

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PLANNING, DEVELOPMENT AND PUBLIC RELATIONS DEPARTMENT

PLANNING DIVISION

Functions and Responsibilities

The Planning Division is responsible for performance monitoring, land use and comprehensive plan reviews, service planning, conducting research and analysis, fulfilling federal and state documentation requirements, applying for, managing and reporting on state and federal grants, and service scheduling and run cutting. It is the primary liaison to the cities, Hillsborough County, Hillsborough County Metropolitan Planning Organization (MPO), Florida Department of Transportation (FDOT), and the federal government. The Division provides input as to HART’s needs to these units of government.

Planning Division staff represents HART on several committees with ongoing functions. They are: Technical Advisory Committee of the MPO, FDOT Technical Advisory Group, MPO Intelligent Transportation Systems (ITS) Committee, and West Central Florida Regional Transit Committee. HART also provides information to other committees including the Citizen’s Advisory Committee and Transportation Disadvantaged Board of the MPO and the Tampa Bay Regional Planning Council. HART also participates on internal committees, including the Transit Infrastructure Committee and Route Design Team.

The Planning Division is also responsible for monitoring and reporting of program specific information. The Division reports non-financial data every month to the National Transit Database and the American Public Transit Association (APTA). It prepares the transit element of the MPO’s Transportation Improvement Program, participates in the development of the bi-annual MPO report on Transit Level of Service and the MPO's Unified Planning Work Program; and prepares the annual update of HART's Transit Development Plan.

The Planning Division coordinates short range and long range planning as well as monitoring of services and plans. Staff evaluates trends over time and in comparison to other transit properties. Data collection related to transit performance is compiled by the Planning Department, with staff conducting on-board surveys for all modes of public transportation, analyzing ridership and productivity of HART services, administering the Automated Passenger Counter program, and making recommendations for modifications and service improvements. The Division provides staff support to the General Manager to analyze market needs and to plan service improvements to bus routes.

The Grants Section develops and administers federal and state grants and submits quarterly reports on grant activities and progress. This section also undertakes other requirements related to the federal and state funding, including preparation of the transit element of the TIP, requesting TIP and STIP amendments, and developing HART’s portion of the UPWP.

The Scheduling Section is responsible for creating and administering the operator general run bids.

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These run bids include matching drivers with assigned runs and schedules; vehicle assignments; data analysis; creating schedules and route maps for public timetables; the administration of the actual bidding process and the operators’ vacation and holiday bids.

Challenges and Opportunities in 2007 During 2007, the Planning Department will be monitoring the service changes that were implemented for Phase III of the Comprehensive Operations Analysis (COA) in January 2006. In addition, staff will assist in implementing new services that are approved by the HART Board as part of the budget approval process. These services were developed in the Vision 2016 process, and include new flex route service in seven areas.

An on-board survey of fixed route passengers will be conducted next spring to provide information on transit usage, passenger demographics, travel patterns, origins and destinations, and user satisfaction. This information will be used for planning of new services and to increase the effectiveness and the efficiency of existing transit services. This information will also be useful for the planning of bus stops and amenities on routes.

Other key planning efforts will be a bus stop accessibility study and an evaluation of the downtown connectors. Both efforts will be undertaken in conjunction with partner agencies: the Hillsborough County MPO for the bus stop accessibility study and the MPO, City of Tampa and Downtown Tampa Partnership for the downtown connector study.

The downtown connector study will review the two connectors: Route 96 – In-Town Trolley – Downtown and Route 98 – In-Town Trolley – Hyde Park to develop strategies to improve ridership and efficiency. The evaluation will address routing, funding sources, and supporting strategies, including promotion and parking policies. The bus stop accessibility study will evaluate the condition of bus stops and access to adjacent developments in key activity centers. The purpose is to determine the type of improvements that would enable passengers to access their destination.

Efforts will continue towards designing and implementing improvements on key corridors designated as transit emphasis corridors. The purpose of the improvements is to improve service reliability and increase the speed of transit. Improvements will include signal priority, superstops with enhanced passenger information and passenger amenities, including shelters and benches and sidewalk connections. Corridor studies will be undertaken to further refine the type of improvements and specific locations. The two corridors will be the Florida Avenue/Fletcher Avenue and Hillsborough Avenue.

Staff will continue to research and prepare grant applications for federal and state funding. One emphasis will be reviewing the emerging requirements for the Job Access and Reverse Commute and New Freedom programs and developing applications for this funding. A key element of both of these funding programs is coordination with other service providers.

The Planning Division maintains the planning library for the use of staff and others interested in transit issues. This Division manages the contracts for general planning consultants that provide assistance on specialized issues concerning service planning and federal requirements.

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PLANNING, DEVELOPMENT AND PUBLIC RELATIONS FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS General Manager of Planning, Development & Public Relations 1.0 1.0 Graphic Technician II 1.0 1.0 TOTAL 2.0 2.0

PLANNING DIVISION

FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS Director of Planning 1.0 1.0 Administrative Assistant I 1.0 1.0 Principal Planner/Financial Analyst 1.0 1.0 Grants Documentation Manager 1.0 1.0 Planning Land Use & Performance Monitoring Manager 1.0 1.0 Senior Planner 1.0 1.0 Planners 2.0 2.0 Planning Aides - (2FT, 4PT reported in FTE’s) 4.0 4.0 Transit Operations Analyst II 1.0 1.0 Transit Operations Analyst I 2.0 2.0 TOTAL 15.0 15.0

Hillsborough Transit Authority 95

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY PLANNING DIVISION

Robert Potts General Manager of Planning, Development & Public Relations

Mike Sheldon Graphics Technician II

Mary Shavalier Director of Planning

Mary Lou Maynes Vacant Administrative Assistant I Planning Aide (PT)

Jeanie Satchel Steve Feigenbaum John Creaton Tammy Taylor Grants Documentation Manager Planning Land Use & Performance Transit Operations Analyst II Principal Planner/Financial Monitoring Manager Analyst

John Marsh Merita Oswald Senior Planner Transit Operations Analyst I

Linda Walker Christine Miecczkowski Planner II Transit Transit Operations Analyst I

Julie Philips Planner II

James Hayes Planning Aide

Marvin Jones Planning Aide

James Schweizer, Mathias Leitner Planning Aides (PT)

Hillsborough Transit Authority 96

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

ENGINEERING & DEVELOPMENT DIVISION

The Engineering and Development Division is responsible for the coordination and management of preliminary planning, development, review, design, engineering, and construction of major capital projects and system amenities to support transit operations, and completes, reviews, comments, and integrates transportation projects with federal, state and local agencies. Construction projects include: transit centers, sidewalks and accessibility features, shelters, benches, bus bays, park-and- ride improvements, bus stop improvements, roadway construction projects and facilities planning. The Division manages the general engineering consultant contract. The Division staff represents HART on the MPO’s Livable Roadways Committee, co-chairs HART’s Transit Infrastructure Committee and the Transportation Infrastructure Coordination Committee, and works in close coordination with other governmental agencies on various roadway, utility and land use projects.

Challenges and Opportunities in 2006/2007

Engineering/design efforts were completed in FY 2005/2006 for the following transit centers: Netp@rk, Northwest and Tampa Bay Center. Construction of all three transit centers is scheduled to commence during the fall/winter 2006. Further, construction of the second floor build out of Ybor Station is scheduled to commence during the fall 2006 as HART plans to relocate its administrative offices from downtown Tampa to Ybor. The HART Board has also directed staff to make major upgrades to the 21 st Avenue facility. Design drawings and permitting for new above ground fuel tanks and new fueling facilities (including emergency generator, money vault room and bus washers) is scheduled to be completed by fall 2006 with construction scheduled for early 2007. Construction of a new ITS room for dispatching and equipment storage is scheduled for completion by late October 2006. New park-n-ride sites will be investigated and developed to support existing routes and approved new service resulting from planned adjustments to the express bus service. Coordination with state, county, and city roadway construction projects and further construction of improved patron amenities continue to be priorities. A top priority for 2006 and 2007 is getting more shelters out into the service area and coordinating with other jurisdictional agencies to improve sidewalk connectivity and accessibility.

ENGINEERING & DEVELOPMENT DIVISION

FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS Director of Engineering & Development 1.0 1.0 Administrative Assistant I 1.0 1.0 Development Services Manager 1.0 1.0 Construction/Contracts Manager 1.0 1.0 Construction Services Specialist 1.0 1.0 TOTAL 5.0 5.0

Hillsborough Transit Authority 97

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY ENGINEERING AND DEVELOPMENT DIVISION

Robert Potts GM of Planning, Development & Public Relations

Jane Shang Director of Engineering & Development

Elma Williams Administrative Assistant I

Les Weakland Lynda Mifsud Development Services Manager Construction/Contracts Manager

Daniel Rodriguez Construction Services Specialist

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FY 2007 & FY 2008 Budgets Adopted 9/25/2006

PUBLIC RELATIONS DIVISION

The Public Relations Division has four key initiatives: Ridership Development, Revenue Development, Internal Communications, and Community Awareness. Staff is charged with assessing potential markets, determining the need for new services and the need to modify existing services, and marketing these services. The Public Relations Division implements coordinated, theme-based outreach programs that sell mobility, result in educated consumers and provide for convenient access to fare cards, permits, and information.

The Public Relations staff perform the following tasks to educate, inform and motivate the public to try transit and to retain existing riders: market research; activity/event planning; public information/media relations; coordination and implementation of project needs; project budgeting; community and business outreach programs; resident awareness programs; dissemination of transit information outlets from more than 200 locations throughout the county; management of the HARTride Fare Card program which includes approximately 60 sales outlets and the fare cards-by- mail program, Bay Area Vanpool program, Emergency Ride Home program, Shuttle and Connector promotions; Special Services and Business Development program; the Exterior/Interior Transit Advertising Program; multi-media advertising campaigns; management of the Customer Service Centers and the overall responsibility of producing informational materials that will promote public awareness and use of HART and TECO Line Streetcar System services.

Community and business outreach strategies are comprehensive in scope to develop broad-based support from constituent networks. HART continues its close ties with various alliances to assure a coordinated multi-modal mobility concept. These alliances include Bay Area Commuter Services; the City of Tampa Transportation Demand Management Program; the Tampa Downtown Partnership Transportation Management Organization; the Hillsborough County Bicycle Advisory Committee and Transportation Demand Management Project; the New North Transportation Initiative; the Westshore Alliance Transportation Management Organization; Pinellas Suncoast Transit Authority and Pasco County Public Transportation, the Florida Department of Transportation, the Tampa Bay Convention and Visitors Bureau, and the Tampa Housing Authority, among others.

To assure community involvement in transit decision making, including proposed service and fare structure changes and facility design elements, HART conducts focus groups with participants representing various segments of the community.

The Commuter Choices Program provides employers with an employee benefit that can increase transit ridership and reduce traffic congestion. One popular program provides employers a tax benefit to subsidize monthly bus passes for employees. The Emergency Ride Home Program seeks to make transit more appealing by guaranteeing a ride home if the patron misses a bus due to illness or scheduling problems, while the Vanpool Program provides an alternative travel mode that combines work trips. Additional services and programs operated by HART include: Bikes-on-Buses, park-and-ride lots, and HARTplus transportation access programs.

The Public Relations staff heads up such consumer education programs as the Speakers Bureau,

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Transit Education in the Schools program and the activities of Transit Consumer Advisory Committees. Also, the Public Relations staff coordinates buses, vans and streetcars for various promotions and community events, as well as HART volunteers for community projects.

HART has an assertive public and patron outreach program that includes patron news notices, on board public service announcements, messages on hold via the phone lines, interior bus displays, flyers, notices and materials for the commuter centers at Westshore Plaza, University Mall and HART terminals and Customer Service Centers.

The Public Relation Division staffs the customer service centers at the Marion Transit Center, University Area Transit Center and the HART Transit Center on Franklin Street.

Challenges for Fiscal Year 2007

The fiscal year 2007 Marketing and Public Relations Plan will support HART’s goals and objectives set forth by the HART Board of Directors. Programs will include target marketing of Commuter Express and HARTline routes with particular focus on later night local service, expanded express service and neighborhood flex routes, Youth Summer Blast Pass, Adult Student Half-Fare program, Commuter Choices program, and an annual media plan. This year HART will conduct its second Community Opinion Survey (as a follow up to the 2005 survey), continue its branding campaign, review and enhance public information materials including the web site, passenger schedules, transit guide and other collateral, and continue to build upon its speakers’ bureau including regularly scheduled appearances before governmental boards, such as the Hillsborough County, Temple Terrace, the City of Tampa, and others.

Enhanced projects will include: promotion of U-Pass and expansion of programs with other entities, ridership development on the TECO Line Streetcar System, increasing business participation in the Commuter Choices Program (corporate transit subsidy), a cooperative regional marketing campaign with the Pinellas Suncoast Transit Authority, introduction of service changes, and targeted marketing to rider, neighborhood and new resident groups.

Hillsborough Transit Authority 100

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

PUBLIC RELATION DIVISION FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS Director of Public Relations 1.0 1.0 Administrative Assistant I 1.0 1.0 Promotions & Advertising Manager 1.0 1.0 Promotions & Advertising Specialist-Graphics 1.0 1.0 Community Liaison Specialist 1.0 1.0 Special Services & Business Development Liaison 1.0 1.0 Public Information Coordinator 1.0 1.0 Community Services Coordinator 0.0 1.0 Marketing & Customer Service Representatives 7.0 6.0 Marketing Administrative Aide 1.0 1.0 TOTAL 15.0 15.0

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY PUBLIC RELATIONS DIVISION

PUBLIC RELATIONS Robert Potts - General Manager of Planning, Development & Public Relations

Jill Cappadoro Director of Public Relations

Carla Williams Administrative Assistant I

Donna Chen Sheron Abernathy Bob Trout Katherine Karalekas Spec.Services & Business Dev. Promotions & Advertising Manager Public Information Coordinator Community Liaison Specialist Liaison

Tina Rapp Kirk Mieczkowski Community Services Promotions & Advertising Marketing Customer Service Coordinator Specialist - Graphics Representatives (6)

Gerald Copeland Marketing Administrative Aide

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FY 2007 & FY 2008 Budgets Adopted 9/25/2006

OPERATIONS DEPARTMENT

TRANSPORTATION DIVISION

Functions and Responsibilities

The Transportation division delivers bus, paratransit and streetcar services. HART has the following positions budgeted in fiscal 2007: 356 full time fixed route bus / van operator positions, 12 part-time bus operator positions measured as 6 FTEs, 36 paratransit van operator positions and 14 streetcar conductor positions. The Transportation Division is responsible for the safe and efficient operation of all of the above referenced services. The transit supervisors and dispatchers are responsible for fleet communications and service delivery. Dispatchers are based at HART's 21 st Avenue operations facility. They schedule the daily manpower requirements, coordinate daily pullouts and work with the Payroll Section on operators’ time keeping. Transit supervisors conduct field operations, monitor quality of service, system safety and performance.

The customer service and telephone information center responds to customer requests for information on travel training, trip planning, and access to community services, route schedules and route changes. This department handles approximately 10,000 calls per month. The customer service representatives also process approximately 100 compliments and/or complaints per month about HART’s performance. This is about 33 percent less than the pervious year indicating an overall improvement in customer satisfaction. This department is integrated with HARTplus Paratransit service for the disabled and provides coordination of ADA eligibility certification trip scheduling, trip cancellation, and trip conformation for Paratransit patrons. HART customer service provides outreach for the discount ID program.

The HARTplus program promotes improved mobility for persons with disabilities through the use of bus and van service. Those individuals who can ride the bus, but who cannot get to it due to geographic or man-made barriers may be provided with a combination service of bus and van to make their trips. Other patrons receive door-to-door van service when their disability prevents them from riding the bus. HARTplus deliveries are fast approaching 6000 trips per month of door to door service. This represents an increase of approximately 20 percent with continued growth anticipated with recent changes in Medicare and Medicaid service delivery in Hillsborough County In addition to HARTplus trips, the vans are used to backup HART buses when infrequent wheelchair lift failures occur.

Challenges and Opportunities in 2007

HART has selected a vendor to implement an Intelligent Transportation System (ITS) project that will begin this fiscal year. The ITS project will replace the existing communications system that serves the bus, paratransit, streetcar and support vehicle operations. The ITS project will affect all phases of the operations and an operations project manager will work directly with the Operations General Manager for the implementation and development of this expansive project. The ITS project will bring new daily operational capabilities to the operations department. A new Computer

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Aided Dispatching (CAD) system will allow dispatch and field operations to track location and schedule adherence of the entire fleet in real-time. Customer and operator safety will be enhanced through video monitoring systems on board the vehicles, as well as at selected transfer locations. Automated next stop announcement systems on board our vehicles will use audible and visual elements to create a comfortable ride environment for our hearing or sight disabled patrons. A Real Time Arrival System (RTAS) with signage located curb side at selected transfer locations will improve the wait environment for our patrons. Elements of this system are expected to arrive during next fiscal year 2007.

This budget includes an additional thirty two full time bus operators for service enhancements planned in fiscal 2007.

OPERATIONS DEPARTMENT

FY2006 FY2007 POSITION TITLE POSITIONS POSITIONS General Manager of Operations 1.0 1.0 Operations Project Manager 1.0 1.0 Administrative Assistant I 1.0 1.0 Secretary II 1.0 1.0 TOTAL 4.0 4.0

TRANSPORTATION DIVISION FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS Transportation Manager 1.0 1.0 Secretary III 1.0 1.0 Operations Manager 1.0 1.0 Transit Supervisors 14.0 14.0 Transit Dispatchers 12.0 12.0 Transportation Assistant 1.0 1.0 Customer Service/Paratransit Manager 0.3 0.3 Customer Services Assistant – Public Information 1.0 1.0 Travel Trainer 1.0 1.0 Customer Service Representatives 10.0 10.0 Full time Fixed Route Operators –Bus & Van 324.0 356.0 Bus Operators - PT (12 Positions measured in FTEs) 6.0 6.0 TOTAL 372.3 404.3 GRAND TOTAL 376.3 408.3

Hillsborough Transit Authority 103

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY TRANSPORTATION DIVISION

Steve Roberts General Manager of Operations

Dorcas Jameson Justin Begley Administrative Assistant I Operations Project Manager

Donna Pasley Secretary II

Jack McKinney Transportation Assistant

Ralph Lavado Greg Brackin Transportaton Manager Operations Manager

Mona Karaban Transit Dispatchers Secretary III

Transit Supervisors

Bus Operators

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MAINTENANCE DEPARTMENT

Functions and Responsibilities

The Maintenance Division of the Operations Department consists of five separate sections and is responsible for the maintenance of HART’s bus and van fleet, facilities, support systems and maintenance vehicles utilized to provide service to our customers.

The division is responsible for the preparation of technical specifications for buses, equipment, and capital improvement projects and the management/oversight of bus purchases and equipment/facility improvements. Further, the maintenance staff coordinates in-plant inspections for buses on the production line.

Vehicle Maintenance includes all Scheduled and Unscheduled repairs. Scheduled maintenance is synonymous with preventive maintenance. The preventive maintenance program ensures that vehicle systems are routinely inspected and repaired to minimize premature failure. These systems include air conditioning, wheelchair equipment, electrical components, safety systems, and similar sub- groups. An aggressive vehicle-cleaning program continues to enhance our image with the riding public. The focus is on the overall appearance of the vehicles, both interior and exterior. Other responsibilities include material management, warranty processing management and quality assurance/quality control program administration.

The Facilities Maintenance Section is responsible for maintaining the building and grounds of HART’s Central Operations Facility at 21 st Avenue, the Marion Transit Center, the Southern Transportation Plaza, HART Transit Center on Franklin Street, Kennedy Executive offices, the Marion Street Transit Parkway, the Westshore Plaza Transit Center, Netp@rk Transit Center, Britton Plaza Transit Center, Hanley and Waters Transit Center and University Area Transit Center. Other responsibilities include the monitoring of all capital improvement projects and assisting in the creation of project specifications. Maintenance of the facility, landscaping, lawn service, and certain facility upgrades will all be cost drivers.

The Route Maintenance Section is responsible for the maintenance of bus stops, shelters and park- and-ride lots. There are approximately 4,400 bus stops that must be cleaned and maintained on a scheduled basis. There is a bus stop sign identification and tracking program underway. A large number of new benches and shelters at bus stops are being added, to the already 249 plus inventory, which is resulting in additional demands for maintenance. The park-and-ride lots are cleaned, repaired and maintained on a monthly schedule.

The Maintenance Training and Development Section conducts new hire training, technical training, safety training, compliance training and equipment training for all maintenance personnel. The emphasis is on mechanic training although the training section also provides paint and body, facilities maintenance and communication/electronic classes. There is labor cost associated with the time needed for mechanics to be in training classes. The result, however, is a more efficient and effective workforce.

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The Communications and Electronics Section is responsible for maintaining HART’s communications and electronic equipment. Communications equipment consists of all radio equipment including the dispatch consoles, bus radios, the radio tower, automated passenger counters, and the automatic vehicle location system. The communications and electronics staff also maintains bus destination signs, marketing information systems and bus computer electronics. There is a major upgrade of the communications and electronics systems, on buses and at the Central Operations Facility at 21 st Avenue scheduled for 2007-2008.

Challenges and Opportunities in 2007

The Maintenance Division will be tasked with several large projects during the 2007 fiscal year. The Communications and Electronics section will continue to rebuild fareboxes in the fleet. There are approximately 250 fareboxes in the HART fleet, including spares. With the addition of our new Hybrid buses in fiscal year 2005, the Training department continues to develop technologically appropriate training. HART is also developing tracking programs to monitor the performance of these new buses in our service area and environment. The Route Maintenance section will be engaged in an aggressive rework of the bus stop placements, shelter installation, and bus stop amenities programs. The Vehicle Maintenance section will continue to pursue an aggressive Scheduled Maintenance program, and facilitate the integration and disposal of fleet vehicles. The Facilities Maintenance section will oversee the initial phase of both the 21 st Avenue facility upgrade project and the fuel tank replacement project.

Hillsborough Transit Authority 106

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

MAINTENANCE DEPARTMENT FY 2006 FY 2007 POSITION TITLE POSITIONS POSITIONS GM of Vehicle & Facilities Maintenance 1.0 1.0 Secretary III 1.0 1.0 Facilities Manager 1.0 1.0 Superintendent of Vehicle Maintenance & Quality Assurance 1.0 1.0 Maintenance Training Instructors 2.0 2.0 Facilities Maintenance Coordinator 1.0 1.0 Assistant Facilities Maintenance Coordinator 1.0 1.0 Transitway Supervisor 1.0 1.0 General Maintenance Attendants 10.0 10.0 Facilities Maintenance Master, A & B 6.0 6.0 Custodians 4.0 4.0 Custodian - Part Time (measured in FTEs) 0.5 0.5 Route Maintenance Supervisor 1.0 1.0 Route Maintenance Attendants 8.0 8.0 Inventory Control Supervisor 1.0 1.0 Assistant Inventory Control Supervisor 1.0 1.0 Shipping and Receiving Agent 1.0 1.0 Storekeeper 5.0 5.0 Parts Runner 1.0 1.0 Maintenance Supervisor II/I 8.0 8.0 Mechanic Master, A & B 37.0 37.0 Communication & Electronics Coordinator 1.0 1.0 Communication & Electronic Technicians 6.0 6.0 Paint & Body Specialists 4.0 4.0 Fleet Service Supervisors 2.0 2.0 Service Attendants 16.0 16.0 Service Attendants – Part Time (measured in FTEs) 1.5 1.5 Bus Custodians 11.0 11.0 Bus Custodians - Part Time (measured in FTEs) 2.0 2.0 TOTAL 136.0 136.0

Hillsborough Transit Authority 107

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY MAINTENANCE DIVISION

Ed Bart General Manager of Vehicle & Facilities Maintenance

Karla Bell Secretary III

Bob Andis Steve Taylor Ev Prieto Donna Loy Superintendent of Communications/Electronics Inventory Control Facilities Manager Maintenance & Quality Coord. Supervisor Assurance

Willie Cooper David Chamberlain Maintenance Supervisors Communications/Electronics Asst. Inventory Control Facilities Maintenance Techs Supervisor Coordinator

Mechanics Vince Collura Tony Kelly Shipping/Recieving Asst. Facilities Agent Maint. Coordinator Paint & Body Specialists Storekeepers Facilities Todd Parsons & Jim Udell Maintenance MaintenanceTraining Techs Instructors

Custodians

General Maintenance Attendant

Transitway Supervisor

Transitway Attendants

Fleet Supervisor

Service Attendants

Vehicle Custodians

Billy Churchwell Route Maintenance Supervisor

Route Maintenance Attendants

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FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART PARATRANSIT SERVICE

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HART PARATRANSIT SERVICES

BACKGROUND AND STATUS

HART provides door-to-door transportation (HARTplus) to disabled persons who live within the transit service area, but who cannot use bus service due to physical, cognitive or mental limitations. In addition, HART provides connections to the bus system (HARTlink) for disabled persons who can ride transit but who cannot reach the buses or their destination because of environmental/physical obstacles. HARTflex is another service that is available where the transit vehicle leaves the scheduled route if a door-to-door pick up or drop-off is requested in advance. The pick-up and drop- off points must be within three-quarters of a mile of the scheduled route. There is a charge for the extra service.

HART’s paratransit service is a bus/paratransit combination program designed to act as a mobility planning service that promotes patron ability and independence. HART has instituted a comprehensive eligibility process. This enables the agency to develop an individual eligibility plan for each customer that applies for service. Innovative approaches to travel training and detailed eligibility plans offer patrons the use of all of HART’s services to foster independent travel and responsible use of agency resources. By implementing a team approach for each customer, staff has been successful in instituting a shared feeling in utilizing paratransit service only when barriers or physical limitations prevent the use of the fixed route bus system.

Patrons of HART’s paratransit service use the service for work, medical visits, education, and recreation. Changes in the State funding and allocations for Medicaid has reduced service levels available on coordinated transportation partners in the County. This reduction has resulted in an increase in requested trips for medical visits. Medical trips are now the second highest trip request after employment.

Paratransit ridership through September 2006 is # of Paratransit Boardings FY 2005 & FY 2006 up 28.18 percent from the same period in fiscal FY 2005 FY 2006 year 2005 . An average of 97% of paratransit 8,000 applicants is approved to receive service. The 6,000 remaining three percent are usually able to ride 4,000 the bus and thus are not eligible for paratransit 2,000 service. All applicants are referred to HART’s 0 travel training team for evaluation and assistance ct. Feb une ug. with utilizing the fixed route bus service. O Dec. Apr. J A

Presently, about 250 paratransit vehicle trips are provided each weekday, mostly in the morning and in the evening. HART attempts to schedule customers so that they share the van. When this is possible, costs are reduced for the taxpayers, and efficiency is increased. This allows the current fleet of 28 vans and 36 van operators dedicated to the program, the ability to manage the services required. Due to the increased demand on paratransit services, two new van operator positions are included in the 2007 budget.

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The base fare for paratransit passengers ranges from $2.60, $3.90 or $5.20 each way. Paratransit fares are calculated by the number of fixed route buses the trip would require if using the local bus system. For example, if a trip would require one bus from origin to destination, the fare would be $2.60 each way, if the trip required two buses the fare would be $3.90, for three or more buses the fare is $5.20 . A fare increase is being reviewed for types of paratransit service trips. Staff is recommending keeping paratransit fares the same at this time in order to assess the impact on ridership. Recommendations for change will be made later in 2007.

2007 CHALLENGES AND OPPORTUNITIES

HART paratransit costs reflect the individual nature of the trips. Paratransit services are expensive since they are personalized and operate at the demand of the customer.

An additional travel trainer was added in 2006 to the paratransit department to improve HART’s ability to assist new and/or existing patrons to use regular bus service whenever possible. Not only can this keep overall costs down, it also provides the patron with increased confidence and broadens their opportunities for mobility throughout the system.

New vans purchased in 2006 will improve overall performance in 2007. HART will implement innovative plans to include the possibility of using sedan staff vehicles to delivery trips for ambulatory passengers.

Customer call-wait-time is a key measure in quality of paratransit service. In 2006, wait time has stabilized to an average on hold time of 89 seconds.

Emphasis on complaint resolution and customer satisfaction will be substantially increased. Staff will implement a more personal approach to comment resolution. HART employees will also participate in community events throughout the year to promote services available to transit customers .

FUTURE OF DEMAND RESPONSE SERVICES

Florida has been a leader in the coordination of transportation services to elderly, disabled and economically disadvantaged citizens. Recent changes in Medicaid funding allocations for medical transportation will result in an increased demand for transportation alternatives. HARTplus will ultimately experience capacity growth in the coming year. To keep pace with this increased demand, two paratransit van operators and one road supervisor have been added to the 2007 budget.

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FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART PARATRANSIT TRENDS AND STATISTICS

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY PARATRANSIT MODE STATISTICS FOR THE FISCAL YEARS 2003 - 2008 FY 2006 FY 2007 FY 2008 FY 2003 FY 2004 FY 2005 AMENDED ADOPTED PLANNED STATISTICS ACTUAL ACTUAL ACTUAL BUDGET BUDGET BUDGET Total Paratransit Miles 571,505 625,856 704,632 867,042 998,352 1,085,425 Revenue Paratransit Miles 464,095 519,612 588,732 724,452 828,680 900,955 Total Passengers ( including PSAs and Companions) 34,745 40,158 49,277 63,165 72,160 78,654 Total Passenger Revenue $88,597 $111,464 $135,997 $171,000 $180,000 $197,700 Total System Generated Revenue $88,597 $111,464 $135,997 $171,000 $180,000 $197,700 Total Operating Expenses $1,137,757 $1,314,344 $1,741,080 $1,998,413 $2,644,130 $2,734,640 Total Operating Subsidy $1,049,160 $1,202,880 $1,605,083 $1,827,413 $2,464,130 $2,536,940

RATIOS Operating Cost Per Total Paratransit Mile $1.99 $2.10 $2.47 $2.30 $2.65 $2.52 Operating Cost Per Revenue Paratransit Mile $2.45 $2.53 $2.96 $2.76 $3.19 $3.04 Passengers Per Revenue Paratransit Mile 0.07 0.08 0.08 0.09 0.09 0.09 Operating Cost Per Passenger $32.75 $32.73 $35.33 $31.64 $36.64 $34.77 Operating Subsidy Per Passenger $30.20 $29.95 $32.57 $28.93 $34.15 $32.25 Average Passenger Fare $2.55 $2.78 $2.76 $2.71 $2.49 $2.51 Percentage of Net Operating Cost Recovered from Passenger Revenues 7.8% 8.5% 7.8% 8.6% 6.8% 7.2% Percentage of Net Operating Cost Recovered from all Operating Revenues 7.8% 8.5% 7.8% 8.6% 6.8% 7.2%

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PARATRANSIT SUMMARY BUDGET

$ Change % Change FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED AMENDED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET AMENDED AMENDED PARATRANSIT OPERATING BUDGET Anticipated Revenues: Passenger Fares $171,000 $180,000 $197,700 $9,000 5.26% FTA Funding 800,000 820,000 825,100 20,000 2.50% Local Funding 0 19,500 0 19,500 100.00% Transfer In - Ad Valorem Tax Revenue 1,027,413 1,624,630 1,711,840 597,217 58.13% Total Operating Revenue $1,998,413 $2,644,130 $2,734,640 $645,717 32.31%

Appropriations Salaries and Fringes $1,755,000 $2,244,630 $2,305,570 $489,630 27.90% Fuel and Oil 197,000 301,100 322,160 104,100 52.84% Parts and Supplies 40,913 46,200 52,600 5,287 12.92% Operational Contract Services 0 28,300 29,710 28,300 100.00% Other Operating Expenses 0 23,500 24,200 23,500 100.00% Utilities 5,500 400 0 (5,100) -92.73% Total Operating Appropriations $1,998,413 $2,644,130 $2,734,640 $645,717 32.31%

PARATRANSIT FY2006 FY2007 POSITION TITLE POSITIONS POSITIONS Customer Service/Paratransit Manager 0.7 0.7 ADA Customer Service Assistant 1.0 1.0 ADA Dispatcher 1.0 1.0 ADA Road Supervisor 0.0 1.0 Paratransit Aide 1.0 1.0 ADA Customer Service Rep. 1.0 1.0 Paratransit Van Operators 30.0 36.0 Travel Trainer 1.0 1.0 TOTAL 35.7 42.7

Hillsborough Transit Authority 113

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY PARATRANSIT

Steve Roberts General Manager of Operations

Ruthie Reyes Customer Service/Paratransit Manager

Alvin Orgeron Paratransit Customer Service Assistant Paratransit Van Operators

Joan Fontaine Paratransit Aide

Margie Law Paratransit Customer Service Representative

Jose Alvarez Paratransit Travel Trainer

Paratransit Paratransit Dispatcher Road Supervisor

Hillsborough Transit Authority 114

FY 2007 & FY 2008 Budgets Adopted 9/25/2006

HART DELIVERED CONTRACT SERVICE

TECO LINE STREETCAR SYSTEM

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STREETCAR SYSTEM

OVERVIEW

HART operates a streetcar system in Tampa, Florida, under contract with the Tampa Historic Streetcar, Inc. (THS, Inc.) This chapter provides a description of the system, how it is funded, performance goals for fiscal year 2007 and both capital and operating plans for future years.

The first phase of the TECO Line Streetcar System began operation October 19, 2002. The streetcar system is an electrically powered rail transit system approximately 2.4 miles in length. The initial segment functions as a single-track, bi-directional system with passing tracks to permit the passing of vehicles traveling in opposite directions. The streetcars operate by line-of-sight, with one direction having right-of-way over the other. Streetcars traveling in the opposite direction pull into designated passing tracks. The streetcar tracks do not share vehicle travel lanes, and are separated from traffic by low barriers, warning signs, pavement striping, and/or landscaping. At signalized intersections, a separate signal for the streetcar motormen is linked to the traffic control system.

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Ybor Station Ybor Station (car barn) includes a yard and a support facility to provide vehicle maintenance and a base of operation for the streetcar system. The site is located in Ybor City on the block bounded by 6th Avenue to the south, 13 th Street on the east, 7 th Avenue to the north, and Nuccio Parkway on the west. Ybor Station was designed to be constructed in phases. The first phase has sufficient capacity to accommodate the storage and maintenance of up to twelve streetcars. In addition to the yard and the building to support maintenance and operation of the system, the site includes a small park known as Rough Riders Park, and pedestrian improvements.

The facility building includes offices, locker rooms, rest room facilities, storage space for supplies, an automatic vehicle wash system, two undercarriage work pits, hydraulic jacks, and equipment to maintain the fleet. Some heavy repairs are contracted out. HART purchased a trailer to transport the vehicles when necessary to eliminate the need for the purchase of expensive equipment and construction of a paint and body shop within the facility.

Southern Transportation Plaza The Southern Transportation Plaza is an intermodal facility that provides access and connection among pedestrians, the streetcar system, HART buses (Route 96 In-Town Downtown Trolley and Route 98 In-Town Hyde Park Trolley), tour buses, and taxis. The site for the facility is located on the southern half of the block (approximately) bounded by St. Pete Times Forum Drive to the south, Florida Avenue on the east, Channelside Drive to the north, and Franklin Street on the west directly in front of the Convention Center. The streetcar alignment crosses the site diagonally to allow for a later extension of the system north into the core of the Central Business District (CBD). The design of this station stop differs from the other nine station stops in a number of ways. It is much larger due to its location and usage, and it includes bus bays and a taxi queuing area, extensive landscaping and pedestrian pathways, and space for vendors.

Vehicles HART purchased eight historic replica streetcars for the system. An additional streetcar was received in 2005. A Gomaco replica breezer streetcar was received in late 2004 and purchased in 2005. The streetcars closely resemble the double-truck Birney or breezer cars that operated in Tampa during the heyday of streetcar service. Each vehicle is approximately 46 feet long and 8 feet 6 inches wide. The vehicles are steel-framed with double four-wheeled trucks and four 25-hp GE traction motors mounted on ex Peter Witt MCB-type trucks from ATM of Milan, Italy. The streetcars operate on 600 volts of direct current provided by an overhead power distribution system. Each vehicle weighs approximately 48,000 pounds and has a maximum operating speed of 30 miles per hour. The capacity of each vehicle is 44 seated, with space for 40 standing passengers.

Each new vehicle comes with a three-year manufacturer’s warranty . The system permits up to 7.5- minute headways, or a vehicle in each direction every 7.5 minutes. Headways of every 30 minutes are possible with two vehicles, 20 minutes with three vehicles, 15 minutes with four vehicles, 10 to 12 minutes with six vehicles, and 7.5 minutes with seven or eight vehicles.

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OPERATION

HART operates the TECO Line Streetcar System under a contract with Tampa Historic Streetcar, Inc. (THS). THS is a non-profit corporation formed by the City of Tampa and HART to manage and operate the streetcar system. HART provides three types of service for the system. Each is defined and discussed below.

Base Service is defined as the day-to-day service frequency and hours of operation. The THS Board, in its corporate business plan, established the service frequency and hours of operation for basic service as presented below.

Monday (11:00 am – 10:00 pm) every 15 minutes Tuesday (11:00 am – 10:00 pm) every 15 minutes Wednesday (11:00 am – 10:00 pm) every 15 minutes Thursday (11:00 am – 11:00 pm) every 15 minutes Friday (11:00 am – 1:00 am) every 15 minutes Saturday (1:00 am – 2:00 am) every 30 minutes Saturday (9:00 am – 11:00 am) every 30 minutes Saturday/Sunday (11:00 am – 1:00 am) every 15 minutes Sunday (1:00 am – 2:00 am) every 30 minutes Sunday (12:00 pm – 8:00 pm) every 15 minutes

This schedule translates into approximately 17,200 hours of service annually. Extra service is defined as service that exceeds the Base Service level. Extra Service includes the use of additional vehicles to provide more capacity or increase service frequency to less than every 15 minutes or placing two vehicles on the headway; or additional hours of service, either starting earlier or operating later than required to provide Base Service; or a combination of the two. Experience gained over the past three years of streetcar operations has shown HART that community events have a great impact on streetcar operations during peak periods. The public utilizes streetcar services during parades, festivals, holidays, conventions and prime weekends in large numbers and they expect an enhanced level of service when demand is great. Tampa Historic Streetcar, Inc. is currently considering ways to facilitate this extra service demand. Special service is defined as third- party sponsored service.

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ACCOMPLISHMENTS # of Streetcar Boardings FY 2005 & FY 2006 FY 2005 FY 2006 Ridership for fiscal year 2005 was 434,498 50,000 boardings. In February 2005, the TECO Line 40,000 Streetcar System celebrated its 1,000,000 th rider. 30,000 Total Streetcar ridership through September 20,000 2006 averaged 32,482, down 10.3 percent from 10,000 the comparable period in fiscal year 2005. 0 t. b c Fe ug. PERFORMANCE GOALS FOR 2007 O Dec. Apr. June A

The Streetcar Operations and Maintenance Plan sets out a series of performance measures to track system maintenance and operations. The purpose of the performance measures is to “document to the THS Board, the HART Board and the City of Tampa how the system is performing.”

Two goals for the streetcar relate to ridership and budget. The ridership goal is to sustain the growth of streetcar ridership at a rate of four percent per year. The HART Board adopted this goal as a Strategic Initiative. The financial goal is to preserve and increase the balance of the Endowment fund to the maximum extent possible.

FINANCIAL PLAN FOR OPERATIONS

Assessment District - In February 2000, the City of Tampa created an assessment district that includes downtown Tampa, central business district, the Channel District and Ybor City to provide financial support for the operation of the streetcar system. The assessment district is currently generating approximately $387,000 per year. To generate this revenue, all properties within the district that do not have a homeowner’s exemption are taxed at a rate of one-third mil. These funds are collected by the City and then transferred to the not-for-profit corporation.

Endowment Fund - An endowment fund was created from funds generated from the termination of a little used people mover system, the sale of system naming rights, vehicle naming rights, station naming rights, and seats in the streetcars. Tampa Historic Streetcar, Inc. invests and manages the fund. Income derived from the fund is used to support the operation of the system. The fund currently totals $4.1 million as of August 2006.

Fares - The Board of Tampa Historic Streetcar, Inc. sets the fare policy and HART as the contract operator collects the fares. A fare increase for fiscal year 2006 became effective on October 1, 2005.

Advertising - HART and THS administer the advertising program for the streetcar system. Each vehicle has space on the inside of the vehicle to allow for advertising

Grants and Public Sector - State and Federal grants were used to construct the system and purchase the streetcars. Additional grant funding is programmed for a proposed future extension. The streetcar system generates additional state and federal formula funding for HART, a portion of which is used to offset its operating cost. The Tampa Port Authority also contributes operating funds to the system.

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HART STREETCAR TRENDS AND STATISTICS

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY STREETCAR MODE STATISTICS FOR THE FISCAL YEARS 2004 - 2008

FY 2006 FY 2007 FY 2008 FY 2004 FY 2005 ADOPTED ADOPTED PLANNED STATISTICS ACTUAL ACTUAL BUDGET BUDGET BUDGET Total Streetcar Miles 86,580 86,580 86,580 86,580 86,580 Revenue Streetcar Miles 86,400 86,400 86,400 86,400 86,400 Total Passengers (from GFI) 425,614 434,498 389,785 395,000 400,000 Total Passenger Revenue $448,088 $451,903 $475,000 $497,950 $526,630 Total System Generated Revenue $1,685,726 $1,744,700 $1,881,200 $2,204,680 $2,305,440 Total Operating Expenses $1,685,726 $1,744,700 $1,881,200 $2,204,680 $2,305,440 Total Operating Subsidy $0 $0 $0 $0 $0

RATIOS Operating Cost Per Total Streetcar Mile $19.47 $20.15 $21.73 $25.46 $26.63 Operating Cost Per Revenue Streetcar Mile $19.51 $20.19 $21.77 $25.52 $26.68 Passengers Per Revenue Streetcar Mile 4.93 5.03 4.51 4.57 4.63 Operating Cost Per Passenger $3.96 $4.02 $4.83 $5.58 $5.76 Operating Subsidy Per Passenger $0.00 $0.00 $0.00 $0.00 $0.00 Average Passenger Fare $1.05 $1.04 $1.22 $1.26 $1.32 Percentage of Net Operating Cost Recovered from Passenger Revenues 26.6% 25.9% 25.2% 22.6% 22.8% Percentage of Net Operating Cost Recovered from all Operating Revenues 100.0% 100.0% 100.0% 100.0% 100.0%

*Cost is calculated on HART potion of expense only and does not include other direct costs incurred by THS, Inc.

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STREETCAR SUMMARY BUDGET $ CHANGE % CHANGE FY07 FY07 FY06 FY07 FY08 ADOPTED ADOPTED ADOPTED ADOPTED PLANNED TO FY06 TO FY06 BUDGET BUDGET BUDGET ADOPTED ADOPTED STREETCAR OPERATING BUDGET - CONTRACTED SERVICE Revenues Tampa Historic Streetcar, Inc. $1,581,200 $1,904,680 $2,005,440 $323,480 20.46% FTA 200,000 200,000 200,000 0 0.00% FDOT 100,000 100,000 100,000 0 0.00% Total Operating Revenue $1,881,200 $2,204,680 $2,305,440 $323,480 17.20%

STREETCAR CAPITAL BUDGET Revenues FTA $1,000,000 $0 $0 ($1,000,000) -100.00% STP 0 0 1,400,000 0 0.00% Fixed Guideway Funds 122,170 130,690 130,690 8,520 6.97% Congestion Mitigation & Air Quality Funds 0 1,000,000 0 1,000,000 100.00% Total Capital Revenue $1,122,170 $1,130,690 $1,530,690 $8,520 0.76%

Appropriations Streetcar Rail and Vehicle Enhancement $122,170 $130,690 $130,690 $8,520 6.97% Streetcar Construction Extension-Phase II A 1 1,000,000 1,000,000 1,400,000 0 0.00% Total Capital Appropriations $1,122,170 $1,130,690 $1,530,690 $8,520 0.76%

Total Streetcar Operating and Capital Budget $3,003,370 $3,335,370 $3,836,130 $332,000 11.05% ¹ Appropriated in FY 2005, Budgeted in 2006, but will be carry over in 2007

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STREETCAR FY2006 FY2007 POSITION TITLE POSITIONS POSITIONS Manager of Streetcar Services 1 1 Assistant Streetcar Superintendent Operations 1 1 Assistant Streetcar Superintendent Maintenance 1 1 Administrative Assistant I 1 1 Streetcar Dispatcher 1 1 Streetcar Road Supervisor 1 1 Conductor Motorman Generals 5 5 Conductor Motorman (includes four PT) 9 9 Mechanics 2 2 Facilities Maintenance Technician 1 1 General Maintenance Technicians 3 3 Service Attendants 3 3 TOTAL 29 29

HILLSBOROUGH AREA REGIONAL TRANSIT AUTHORITY STREETCAR DIVISION

Steve Roberts General Manager of Operations

Tim Borchers Manager of Streetcar Services

Elaine Lego Administrative Assitant I

Pete Mikos Eric Sitiko Assistant Streetcar Superintendent Operations Assistant Streetcar Superintendent Maintenance

Streetcar Road Supervisor Mechanics

Facilities Maintenance Tech Conductor Motorman Generals

Service Attendants

Conductor Motormen General Maintenance Technicians

Streetcar Dispatcher

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REVENUE SOURCES

In addition to passenger fares and ad valorem taxes, HART receives funding from federal, state and local governments.

FEDERAL FUNDING

Section 5307 -Urbanized Area Formula Program This program provides capital and planning funding to transit systems in urbanized area. In this area, the funding is allocated to the Tampa/St. Petersburg/Clearwater urbanized area and then is divided to the three transit systems through a local agreement. HART received approximately $9 million in Section 5307 funding in fiscal year 2006. The HART Board prioritizes the use of these funds through the adoption of the Program of Projects. The Program of Projects is reviewed at a public hearing and the public and transportation providers have an opportunity to comment on the proposed use of the funds. For fiscal year 2007, the funds will be used for buses, vans, non-revenue vehicles, security projects, shelters and accessibility improvements, operating, planning and fareboxes.

Section 5309 The Section 5309 program has a number of funding categories that provide capital funding. The bus and bus related facilities program is an important funding source for HART. These funds are allocated as discretionary earmarks by the U.S. Congress. In the adopted 2007 budget, these funds are programmed to the Northwest Transit Center project and acquisition of buses for new service. HART also receives funding under the fixed guideway modernization program. This funding is allocated based on a formula for fixed guideway systems, and is used for fixed guideway capital projects.

Surface Transportation Program (STP) Funds The STP program is a flexible program that funds highway and transit projects. The Hillsborough County MPO allocates these funds based on a competitive process. In the past, HART has received these funds for the streetcar and bus replacement. In 2006, these funds are being used for Ybor Station and 21 st Avenue facility upgrades. There are no STP funds programmed in the 2007 budget.

Transportation Enhancement Funds Enhancement funds are administered by the Hillsborough County MPO and can be used for pedestrian and bicycle facilities; scenic or historic sites; historic preservation; rehabilitation of historic transportation buildings, and sidewalks and bus shelters. HART has used those funds for sidewalks and shelter improvements in the past, however, there are no enhancement funds programmed in the 2007 budget.

Other Federal Programs In the past HART has received funding from other federal programs, including the Intelligent Transportation System (ITS) and Transportation, Community and System Preservation (TCSP) programs. Planning staff will be exploring the potential to obtain funding under the Job Access and Reverse Commute and New Freedom programs.

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FLORIDA DEPARTMENT OF TRANSPORTATION

State Block Grant Florida allocates funding to transit systems through annual block grants. These funds can be used for either operating or capital expenses. The funds are distributed statewide by a formula based on population density, miles of service and total passengers. HART uses the block grant to reimburse operating expenses.

State Transit Urban Corridor Grants The Transit Urban Corridor Program provides funding for projects aimed at relieving congestion and improving capacity within high volume travel corridors. HART must compete for these funds with other transit properties in FDOT District VII, which include Pinellas, Pasco, Hernando, Citrus and Hillsborough Counties. FDOT has provided this funding for Route 200X – Clearwater Express. In 2007, HART will be receiving these funds for Route 51X – New Tampa Express.

Service Development The Service Development Program provides funding assistance for innovative service and technology projects that are aimed at improving ridership, revenue, or service efficiency. In 2007, Service Developments grants will fund the express service from Brandon/FishHawk to MacDill Air Force Base via Routes 24X – FishHawk/Riverview/MacDill AFB Express and 25X – South Brandon/MacDill AFB Express.

LOCAL

City of Tampa/Hillsborough County Impact Fees Both the City of Tampa and Hillsborough County have ordinances in place that allows them to levy impact fees. Impact fees are charged to new development to, "... make growth pay for itself." The Impact fee ordinances contain formulas that assess the impacts of development of various sizes and types (i.e., residential, commercial, etc.) relative to various components of the infrastructure system. A development is, therefore, assessed a fee that will mitigate a portion of its impact on the public infrastructure.

Because new growth impacts transit, a portion of both the City and the County's transportation impact fees is set aside for HART's use. HART may use these revenues only for capital expenditures. HART staff annually updates its impact fee program for inclusion in City and County budgets. The County impact fee funds to HART are most often used for shelters/passenger stop amenities and transit centers. City of Tampa impact fees are used to provide local match requirements for grant funding of shelters and transit centers.

Other Local Funds HART receives grants from the City of Tampa and Hillsborough County for specific services, which they designate. In 2006, Hillsborough County provided funds for a traffic signal at the Northwest Transit Center. In 2006, the City of Tampa provided funding for Route 98 - In-Town Trolley - Hyde

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Park connector services and Route 51X - New Tampa Express. In 2007, HART is requesting funding assistance from the City of Tampa for the In-Town Trolley – Hyde Park connector. In addition, HART is requesting funding from Hillsborough County for flexible service scheduled for implementation in April 2007 as well as for the purchase of buses.

ADDITIONAL INFORMATION

The Hillsborough County MPO is responsible for administering the federal transportation planning process in Hillsborough County. The following are key federal requirements that affect HART:

• Transportation Improvement Program (TIP) • State Transportation Improvement Program (STIP) • Unified Planning Work Program (UPWP)

The Metropolitan Planning Organization Transportation Improvement Program The Transportation Improvement Program (TIP) developed by the Hillsborough MPO outlines projects funded by federal and state transportation funds. Included in the TIP program are HART's transit projects. Identification of a project in the TIP is necessary before FDOT and the Federal Transit Administration (FTA) can fund it.

State Transportation Improvement Program (STIP) The STIP is the state transportation programming document. It includes all the local TIP programs. The FTA requires that federally funded projects be included in the STIP.

The Metropolitan Planning Organization Unified Planning Work Program The Unified Planning Work Program (UPWP) is developed annually by the MPO. It is the consolidated list of all planning projects in the county that are planned for the next fiscal year to use federal funding. As with the TIP, the UPWP is a required product of the MPO. HART planning projects are developed in conjunction with planning projects of other transportation agencies and are included in the UPWP.

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